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Financial ADVSR advisor directory · SEC adviser records

Aegis Wealth Management, Inc. financial advisors in Guthrie Center, IA

Every SEC-registered investment adviser representative at a Aegis Wealth Management, Inc. office in Guthrie Center, A to Z.

The short answer

8 registered advisors work at Aegis Wealth Management, Inc. in Guthrie Center, out of 25 at the firm nationwide; it ranks number 1 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Aegis Wealth Management, Inc. advisors in Guthrie Center, A to Z

Every Aegis Wealth Management, Inc. advisor →

Aegis Wealth Management, Inc. advisors in every city and state →Aegis Wealth Management, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Aegis Wealth Management, Inc. advisors in other cities

Carmel, IN 3Boca Raton, FL 1Dallas, TX 1Denver, CO 1Fair Oaks, CA 1Fort Collins, CO 1Holladay, UT 1Laconia, NH 1Lakewood, CO 1Ocala, FL 1Palm City, FL 1Palm Harbor, FL 1Piscataway, NJ 1Springfield, MO 1Troy, OH 1

Questions

How many financial advisors does Aegis Wealth Management, Inc. have in Guthrie Center?

8 investment adviser representatives are registered at Aegis Wealth Management, Inc. offices in Guthrie Center, Iowa, according to the SEC's Investment Adviser Public Disclosure records, out of 25 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Aegis Wealth Management, Inc. one of the largest advisor employers in Guthrie Center?

Aegis Wealth Management, Inc. ranks number 1 in Guthrie Center by registered advisors, ahead of every other firm.

How do I check a Aegis Wealth Management, Inc. advisor in Guthrie Center?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Aegis Wealth Management, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.