Aegis Financial
Financial Services
Oshkosh, Wi, United States
26 employees
- Employees
- 26
- Contacts
- 3
- Emails
- 3
- Phones
- 2
Aegis Financial Overview
- Headquarters
- Oshkosh, Wi, United States
- Website
- aegisfinancialplanners.com
- Industry
- Financial Services
- Employees
- 26
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Aegis Financial
We believe that service to others is life's greatest investment. We are an independent, insightful wealth planning team who combine tax mitigating strategies & financial life planning to help guide you through your life journey. AEGIS Financial advisors and associates bring you an advantage by organizing achievable goals and sharing comprehensive financial knowledge that empowers you to better serve yourself. Advisory products and services offered through AEGIS Financial, a registered investment advisor. *The Forbes Best in State for Wealth Advisors rating does not guarantee future performance outcomes and does not ensure that a client or prospective client will experience a higher level of performance or result. There is no payment given to qualify or receive this rating. However, there is a user fee paid to use the Forbes Best in State Logo(s). For further disclosure visit https://aegisfinancialplanners.com/wp-content/uploads/2025/04/2025-Long-Forbes-Disclosure.pdf
Aegis Financial Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
- Phone contacts
- 2
- 50.0% coverage
Aegis Financial Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Brian Rogers, Cfp® | Certified Financial Planner® at Aegis Financial, Where I Help Prepare Individuals Financially for Various Life Transitions |
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|
|
| Michael Tuz | Owner, Aegis Financial Partners - Helping Clients Realize Their Return on Life | Orange County, California, United States |
Email
Phone
|
| Lee Todd | Owner, Aegis Financial | Lincoln, Nebraska, United States |
Email
Phone
|
| Mike Villeneuve | Wealth Manager at Aegis Financial | Oshkosh, Wisconsin, United States |
Email
|
Employees by Management Level
Manager
7 profiles
Executive
3 profiles
Associate / junior
3 profiles
Individual contributor
2 profiles
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 5 | 5 | 2 |
| Sales | 1 | 1 | 0 |
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