New Office Location:

We are pleased to announce that as of November 1, we will be moving our Appleton office. The new office is located at 4351 West College Ave, Suite 110, Appleton, WI 54914.

The following employees will reside in Appleton: Julie Christopherson, Operations Associate, and Kevin Wilson, Financial Advisor. Advisors William Bowman, Mike Villeneuve, and Michael Donnan will maintain offices in Oshkosh and Appleton. All other employees will reside in Oshkosh however, some may float between offices based on appointments and workload.

Social Media:

Go like us on our Facebook page “AEGIS Financial” and find out what’s happening around the office! We will be posting frequently with birthdays, and important events for our team members as well as sharing some helpful articles that could help you with your finances!


Our Client Experience Concierge, Courtney Krell, will be starting the process of adding video to our website, and social media pages! Courtney has a background in doing videography at the University of Wisconsin Stevens Point and with Woodland Church in Plover, Wisconsin as their Communications intern. We are excited to see these videos come to life and help us better serve you.

Stay tuned prior ASC Clients for a video that will help you better know who we are and our processes.