What’s New at AEGIS Financial? | AEGIScoop

August 6th, 2021 | | AEGIScoop

Growing in Oshkosh (Video)

Click on the Image Below to see an update on our Oshkosh Office Expansion!

Forbes Recognition!

We are excited to announce that AEGIS Financial has been named a Best-In-State Wealth Advisor by Forbes Magazine for 2021! This is a prestigious national award that requires profound qualitative and quantitative research, a series of in-depth interviews, and a ranking algorithm all conducted by SHOOK Research. Requirements include the quality of assets under management, portfolio performance, service models, Wealth Advisors that exhibit “best practices”, and community involvement. We are grateful for our clients and professional partners that continue to place their trust in us every day.

New Team Member!

Lily Prodoehl

Client Services Intern

In 2020, Lily joined AEGIS Financial as a student intern majoring in Accounting and Finance at University of Wisconsin Eau Claire. She supports the team as a Client Service Intern working on special projects, helping prepare and process paperwork for clients, and maintaining our client management system and branch files. She is also mentoring with our Wealth Managers, Relationship Managers and Client Service Associates.

In her spare time, she enjoys traveling, playing soccer, and spending time with her family and friends.


In April 2021, AEGIS Financial established a separate advisory offering branded as Ascend powered by AEGIS Financial (or, Ascend). The business line is a consumer-friendly, technology-enabled, online-only experience. The Ascend platform provides investment management services through an electronic interface and leverages world-class simplified video conferencing and messaging services across most devices.

Ascend saw an issue in the wealth management industry. People were either turning to Robo advisors to handle their investments with no personal touch or they were turned away from some financial firms because they had not built enough wealth for a full comprehensive wealth management program. These people were left to manage their money on their own, even though they may not have had the expertise.  Ascend is designed to change that. Ascend allows investors to periodically participate in virtual meetings with selected team members when they have questions that impact their investments. Ascend clients are provided with a selection of model portfolios created and managed by our Investment Committee. Ascend can be a perfect solution for those investors who desire professional management of their investments without the full suite of advanced tax and financial planning services traditionally provided to our comprehensive wealth management clients.  If you know a friend or family member that would fit well in the Ascend program, please keep us in mind.

Recent Events

Advisory Council Meeting: July 29, 2021

On Thursday, July 29th we held our Advisory Council Meeting at our Appleton office. The members got a chance to tour our Appleton Office and discussed the following topics…find out everything that has been happening here at AEGIS Financial including our office expansion, new technology, security, video and more! After the meeting we enjoyed a Timber Rattlers Game where they took on the Cedar Rapids Kernels! If you’re interested to learn more feel free to give us a call or send us an email.

New Client & Referral Event: August 1, 2021

On Sunday August 1, we held our Annual New Client Celebration for the 66 new families we are excited to serve. This year we attended a Timber Rattlers Game and enjoyed a picnic lunch with our new clients and ambassadors. Thanks to our client ambassadors for putting your trust in us and introducing these families to us. If you know of a family member or friend who is looking for financial planning advice, we would love to schedule a free consultation with them.

We are Hiring!

Do you know of somebody who would like to join our growing team at AEGIS Financial? We are currently hiring Wealth Managers, Relationship Managers, and Client Service Associates to join us! Want to know more? Visit our team page to see the details of the opportunities we have available. Applicants can submit their cover letter with salary requirements and resume to careers@aegis4me.com.  

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!

Video Updates!

Bill Bowman, CPA and Mark Oswald frequently share the Investment Committee’s insights on the market and economy. These videos are emailed to you and available on our YouTube Channel “AEGIS Financial.” Be sure to like and subscribe!

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