Kevin
Hocker
Aegis Wealth Management, Inc
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About this Advisor
Kevin Hocker is a financial advisor who works out of Guthrie Center, Iowa, who has 2 years of industry experience. Hocker is on the advisory team at Aegis Wealth Management, Inc. Their career trajectory has included roles at Cabot Lodge Securities LLC, Federal Benefits Group, Secure Investment Managment, LLC, J.D. Mellberg Financial, LLC, Sound Income Strategies LLC and Aegis Wealth Management, Inc. Hocker maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in Colorado. Aegis Wealth Management, Inc is a company that has its headquarters in Guthrie Center, IA. It has offices in 26 locations and a total of 28 employees. It handles $135 million in total assets between its 1,147 accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 1,147 customer accounts, just 1% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Aegis Wealth Management, Inc has a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors typically vary depending on the type of financial services provided. Fee types charged by Aegis Wealth Management, Inc may include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Aegis Wealth Management, Inc Brokerage Details
$134,993,577
28
1,147
$117,693
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Kevin Hocker Work History
Kevin has been registered as a financial advisor for 2 years.*
Aegis Wealth Management, Inc
Federal Benefits Group
Sound Income Strategies LLC
Secure Investment Managment, LLC
J.D. Mellberg Financial, LLC
Cabot Lodge Securities LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kevin Hocker to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Aegis Wealth Management, Inc
Tewksbury, MA
Guthrie Center, IA
Guthrie Center, IA
Wellington, FL
Wheat Ridge, CO
Guthrie Center, IA
Carmel, IN
Caldwell, ID
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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