Aegis Financial

Aegis Financial Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Aegis Financial, Financial planner, 530 N Koeller Street, Oshkosh, WI.

As 2025 comes to a close, we extend our sincere appreciation to our clients, partners, and community for their ongoing t...
12/31/2025

As 2025 comes to a close, we extend our sincere appreciation to our clients, partners, and community for their ongoing trust and support. From all of us at AEGIS Financial, Happy New Year. We wish you health, success, and new opportunities in 2026.

Today we recognize Chris’s ten years with AEGIS Financial. As our Compliance Manager, Chris plays an essential role in m...
12/29/2025

Today we recognize Chris’s ten years with AEGIS Financial. As our Compliance Manager, Chris plays an essential role in maintaining our firm’s standards and ensuring excellence in everything we do. Thank you for a decade of dedication and leadership

Merry Christmas from all of us at AEGIS Financial. As we celebrate this season, we extend our warmest wishes for peace, ...
12/23/2025

Merry Christmas from all of us at AEGIS Financial. As we celebrate this season, we extend our warmest wishes for peace, joy, and meaningful time with family and loved ones. May your holiday be filled with comfort, gratitude, and lasting memories.

12/19/2025

Catch the latest from AEGIS Financial as Bill Bowman, CPA and Brian Rogers, CFP®, wrap up 2025 and discuss their expectations for 2026.

12/16/2025

The cocoa’s warm, the tree’s alight,
It’s time for laughs and cheer tonight.
From classic scenes to Christmas pride,
Settle in with AEGIS’ Christmas Movie Guide.

Click Below to Watch!

Congratulations to Kristie and Lane on their first wedding anniversary. Kristie, we are grateful to have you as part of ...
12/13/2025

Congratulations to Kristie and Lane on their first wedding anniversary. Kristie, we are grateful to have you as part of the AEGIS team, and we wish you both a wonderful day of celebration and many more years of happiness.

Today we celebrate Brian’s eight years with AEGIS Financial. As a Certified Financial Planner, Brian brings clarity, gui...
12/09/2025

Today we celebrate Brian’s eight years with AEGIS Financial. As a Certified Financial Planner, Brian brings clarity, guidance, and exceptional commitment to our clients and our team. Thank you for your continued dedication, Brian.

Join us in wishing Wendy, our Associate Wealth Manager, a very Happy Birthday. Wendy, your expertise, dedication, and ge...
12/06/2025

Join us in wishing Wendy, our Associate Wealth Manager, a very Happy Birthday. Wendy, your expertise, dedication, and genuine care for our clients continue to make a meaningful impact. We hope your day is filled with celebration and appreciation.

Hello, December. As we enter the final month of 2025, we reflect with gratitude on the year behind us and look forward t...
12/02/2025

Hello, December. As we enter the final month of 2025, we reflect with gratitude on the year behind us and look forward to the opportunities ahead. Thank you to our clients, partners, and community for your continued trust and support.

Giving back is one of our favorite holiday traditions! We donated Thanksgiving turkeys and Christmas hams to Father Carr...
11/19/2025

Giving back is one of our favorite holiday traditions! We donated Thanksgiving turkeys and Christmas hams to Father Carr's Place 2B in Oshkosh and Outagamie County to help families in need enjoy warm holiday meals. We’re proud to support our local communities and grateful for the opportunity to make a positive difference this season.

Today, we gathered to honor and thank our Veterans. Your service and dedication inspire us every day.To all who joined u...
11/11/2025

Today, we gathered to honor and thank our Veterans. Your service and dedication inspire us every day.

To all who joined us for our Annual Veterans Breakfast, we appreciate you — and to those who served, thank you from the bottom of our hearts. Your courage, sacrifice, and strength remind us what true service looks like.

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530 N Koeller Street
Oshkosh, WI
54902

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