Michael W Truman

Current Employers

Aegis Wealth Management, Inc.

317 State Street, Guthrie Center, IA 50115 • United States

Current Registrations

Authority	Category	Status	Date
MO	RA	APPROVED	2019-08-14

MO RA
APPROVED

Since 2019-08-14

Branch Locations

1932 W. Chesterfield Blvd. #110, Springfield, MO 65807 • United States

317 State Street, Guthrie Center, IA 50115 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Truman & Associates	Republic	MO	04/2006	Present
Aegis Wealth Management, Inc.	Wheat Ridge	CO	08/2019	Present

04/2006 → Present

Truman & Associates

Republic, MO
08/2019 → Present

Aegis Wealth Management, Inc.

Wheat Ridge, CO

Other Businesses

1. AGENT OF TRUMAN & ASSOCIATES. SALES OF LIFE INSURANCE, HEALTH INSURANCE, ANNUITIES AND INCOME TAX PREPARATION. 1932 CHESTERFIELD #110, SPRINGFIELD, MO 65807, Corporate Officer, 8O HR/MO, TAX PREP, LIFE INS AND ANNUITY SALES.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2019-01-31
S63	Uniform Securities Agent State Law Examination	2002-05-14

S65 Uniform Investment Adviser Law Examination

2019-01-31
S63 Uniform Securities Agent State Law Examination

2002-05-14

View on SEC IAPD

Current Employers

Aegis Wealth Management, Inc.

Disclosures

Employment History

Other Businesses

Exams

Other Firms

Other Investors

Other Offices

Reviews