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Aegis Wealth Management, Inc. CRD 301990
$216M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
317 State Street, Guthrie Center, IA 50115 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2023-05-15 |
Branch Locations
354 South Main Street, Laconia, NH 03246 • United States
317 State Street, Guthrie Center, IA 50115 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gradient Advisors, Llc | Arden Hills | MN | 06/2014 | 12/2017 |
| Financial Security Associates Inc | Gilford | NH | 11/1989 | Present |
| Foundations Investment Advisors, Llc | Scottsdale | AZ | 01/2018 | 04/2023 |
| Aegis Wealth Management, Inc. | Guthrie Center | IA | 04/2023 | Present |
dba Financial Security Associates, Inc. - 25 Country Club Road Suite 505, Gilford, NH 03249 - Advisory Serices, Retirement Planning, and Insurance Sales - President/Owner
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-06-04 |
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