Aegis Financial

Financial Services - Oshkosh, WI, US

Aegis Financial Employees
Bill Bowman

President & Senior Advisor

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Chris Otte

As Client Service Associate Supervisor/Compliance Associate

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Kristie Hennes

Chief Compliance Officer & Director of Operations

Contact Kristie Hennes

Courtney Krell

Communications Coordinator

Contact Courtney Krell

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Aegis Financial Details

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. AEGIS Financial is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc.Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject tosecurities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm

Aegis Financial logo, Aegis Financial contact details
Employees: 20 - 49
HQ: 920-233-4650
Location: Oshkosh, WI, US
Revenue: 2.5 - 5 Million
Investment Management Retirement Planning Goal Planning Tax Planning Social Security Planning Estate/Legacy Planning Financial Expense Advice 401(k) Reallocation College Funding
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