Michael W Truman

Employer firm

Aegis Wealth Management, Inc. CRD 301990

$216M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

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