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Current Employers
Aegis Wealth Management, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-03-09
  • CO RA
    APPROVED
    Since 2026-03-09

Branch Locations

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

4700 S College Ave, Fort Collins, CO 80525 • 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
OrganizationCityStateFromTo
Aegis Financial Wheat Ridge CO 05/2018 04/2023
High School Wheat Ridge CO 03/2016 05/2018
Guardian Life Insurance Company Fort Collins CO 07/2023 Present
Wealth Strategies Group, Llc Fort Collins CO 04/2023 06/2024
Park Avenue Securities New York NY 08/2023 07/2024
Park Avenue Securities New York NY 12/2023 07/2024
Integrity Alliance, Llc Urbandale IA 07/2024 03/2026
Olive Tree Wealth Management Fort Collins CO 07/2024 Present
Aegis Wealth Management, Inc. Guthrie Center IA 03/2026 Present
  • 05/2018 → 04/2023
    Aegis Financial
    Wheat Ridge, CO
  • 03/2016 → 05/2018
    High School
    Wheat Ridge, CO
  • 07/2023 → Present
    Guardian Life Insurance Company
    Fort Collins, CO
  • 04/2023 → 06/2024
    Wealth Strategies Group, Llc
    Fort Collins, CO
  • 08/2023 → 07/2024
    Park Avenue Securities
    New York, NY
  • 12/2023 → 07/2024
    Park Avenue Securities
    New York, NY
  • 07/2024 → 03/2026
    Urbandale, IA
  • 07/2024 → Present
    Olive Tree Wealth Management
    Fort Collins, CO
  • 03/2026 → Present
    Guthrie Center, IA
Previous Registrations
Other Businesses

1) Skyraider Rental Property; Not investment-related; 414 Skyraider Way, Unit 3, Fort Collins, CO 80403; Rental Property; Owner/Landlord; Start: 07/01/2023; 1 hour per month; 0 hours during security hours; Investment property currently being rented and providing income to me. 2) Cardinal Rental Property; Not investment-related; 298 Cardinal St, Johnstown, CO 80534; Rental Property; Owner/Landlord; Start: 07/01/2023; 1 hour per month; 0 hours during security hours; Investment property currently being rented and providing income to me. 3) Olive Tree Wealth Management; Investment-related; 4700 S. College Ave, Fort Collins, CO 80525; DBA for IAR work; President/Investment Advisor; 01/21/2025; Approximately 200 hours per month; 150 hours during securities; Investment advisory, financial planning, marketing/branding. 4) Independent Insurance Agent; Investment-related; Fort Collins, CO; Insurance Agent; Start: 12/2022; Approximately 40 hours/month with 40 during securities trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-30
  • S66 Uniform Combined State Law Examination
    2023-11-30
Other Names
  • Alec Muehlemeyer

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