David
Stanley

Aegis Wealth Management, Inc

CRD#7286526
Investment Advisor
in Guthrie Center, IA

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About this Advisor

David Stanley is a financial advisor based in Guthrie Center, Iowa, working with Aegis Wealth Management, Inc. David has previously held positions at Integrity Financial Service, LLC, 1-800-Hansons Roofing, Siding And Windows, Metal Masters Construction, On The Border Mexican Grill, Grand Valley State University, and Aegis Wealth Management, Inc. David has passed the Series 65 regulatory exam and is registered to provide services in Michigan. Currently, David is part of Aegis Wealth Management, Inc, which operates out of Guthrie Center, Iowa. The firm has 28 offices and 30 employees. The firm manages assets totaling $143.1 million. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Aegis Wealth Management, Inc includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

317 State Street
Guthrie Center, IA 50115

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Aegis Wealth Management, Inc Brokerage Details

Total Assets Under Management

$143,104,727

IA Average: $9,259,360,772
Total Number of Employees

30

IA Average: 166
Total Number of Accounts

1,742

IA Average: 7,189
Average Account Size

$82,150

IA Average: $1,287,990

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

David Stanley Work History

2021 - Present (3 years)

Aegis Wealth Management, Inc

2020 - Present (4 years)

Integrity Financial Service, LLC

2019 - 2020 (1 year)

1-800-Hansons Roofing, Siding And Windows

2018 - 2019 (1 year)

Metal Masters Construction

2017 - 2018 (1 year)

On The Border Mexican Grill

2014 - 2017 (3 years)

Grand Valley State University

Disclosures

Please visit the SEC profile of David Stanley 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

Anthony Pisani
Shelton, CT
Theresa Bond
Layton, UT
Suzanne Porske
Guthrie Center, IA
Jonathan Durr
Guthrie Center, IA
Griffin Malatino
Wheat Ridge, CO
Christopher Wilkinson
Salt Lake City, UT
Richard Spencer
Tewksbury, MA
Daniel Stewart
Glen Allen, VA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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