Bryan Duncan Douglas

Employer firm

Aegis Wealth Advisors. LLC CRD 136815

$27.7M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 01/2022 → 03/2025
  Paychex Inc
  Rochester, NY
• 04/2020 → 11/2021
  Wheel & Sprocket Inc.
  Milwaukee, WI
• 12/2015 → 08/2020
  Breakthru Beverage Group
  Hartland, WI
• 04/2025 → Present
  Mid-City Sales Llc
  Hartland, WI
• 04/2025 → 04/2025
  Wheel & Sprocket Inc
  Milwaukee, WI

Other Businesses

N55W29505 COUNTY ROAD K HARTLAND , WI 53029-1182 United States of America Non-investment related Clothing Decorator Bookkeeper April 2025 40-60 hours/month approximately 20 hours per month during trading hours Accounts payable/receivable, bill pay, data entry

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-06-25