Overview

The firm dates back to 1986. In 2011 William Bowman, CPA merged with the firm. Under William Leadership the firm has maintained continued growth and has received back to back Forbes Best in State Designations. As a Fiduciary AEGIS Financial is 100% Fee Based and specializes in tax reduction strategies along with other traditional Wealth Management services. In 2020 we launched Ascend as a division to provide streamlined services of a reduced price for entry level clients. We operate out of three locations, Appleton, Oshkosh, and Milwaukee and have a Team of 19 individuals.

Market
RIA
Last Activity
within 3 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...