Aegis Financial Information
Summary
We believe that service to others is life's greatest investment. We are an independent, insightful wealth planning team who combine tax mitigating strategies & financial life planning to help guide yo...Show more
Organization Website | aegisfinancialplanners.com |
Social Links |   |
Phone Number | 9202334650 |
Industries | |
Headquarters Location | 530 N. Koeller Street, Oshkosh, WI, 54902 US |
Employees Size | 10-50 employees |
Specialties | Goal Planning, 401(k) Reallocation |
Estimated Website Traffic
The chart shows a decline in traffic to the aegisfinancialplanners.com website. In January, traffic decreased to 198, compared to 283 in the previous month. The highest traffic in 2026 was recorded in January, reaching 198 visits.
Employees Turnover 4 quarter 2025
Number of employees switched from or switched to
Length of Employment
Employee tenure at Aegis Financial shows a diverse range of experience levels:
10% have been with the company for less than 1 year10% for 1–2 years13% for 3–4 years13% for 5–7 years10% for 8–10 years45% have over 11 years of service at Aegis FinancialEx-employees positions
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