David
Stanley
Aegis Wealth Management, Inc
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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
Services Offered
Fee Structure
Office Location
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Aegis Wealth Management, Inc Brokerage Details
$143,104,727
30
1,742
$82,150
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
Aegis Wealth Management, Inc
Integrity Financial Service, LLC
1-800-Hansons Roofing, Siding And Windows
Metal Masters Construction
On The Border Mexican Grill
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
Layton, UT
Shelton, CT
Salt Lake City, UT
Guthrie Center, IA
Wheat Ridge, CO
Guthrie Center, IA
Guthrie Center, IA
Glen Allen, VA
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