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Aegis Wealth Advisors. LLC CRD 136815
$27.7M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1208 State Road 83, Hartland, WI 53029-8313 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2005-09-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aegis Wealth Advisors, Llc | Brookfield | WI | 09/2005 | Present |
PREPAID LEGAL SERVICES; NON-INVESTMENT RELATED. SINCE JUNE 2002; APPROX 2 HRS PER MTH/ 0 DURING TRADING. SERVICE TO COMPANIES & INDIVIDUALS. MARKETING & SELLING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-11-05 |
| S63 | Uniform Securities Agent State Law Examination | 1994-09-29 |
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