Aegis Financial Revenue

Financial Services • Oshkosh, Wisconsin, United States • 21-50 Employees

Aegis Financial revenue & valuation

Annual revenue	$2,309,985
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$7,400,000
Total funding	No funding

Key Contact at Aegis Financial

Kristie Furseth

Director Of Operations

Company overview

Headquarters	530 N. Koeller Street, Oshkosh, WI 54902, US
Phone number	+19207359800
Websites	aegisfinancialplanners.com aegis4me.com
NAICS	52
Keywords	Goal Planning And 401(K) Reallocation
Employees	21-50
Socials

Aegis Financial Email Formats

Aegis Financial uses 3 email formats. The most common is {first initial}.{last name} (e.g., j.doe@aegisfinancialplanners.com), used 81.8% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@aegisfinancialplanners.com	81.8%
{first initial}	j@aegisfinancialplanners.com	9.1%
{first name}.{last name}	john.doe@aegisfinancialplanners.com	9.1%

About Aegis Financial

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 you through your life journey. AEGIS Financial advisors and associates bring you an advantage by organizing achievable goals and sharing comprehensive financial knowledge that empowers you to better serve yourself. Advisory products and services offered through AEGIS Financial, a registered investment advisor. *The Forbes Best in State for Wealth Advisors rating does not guarantee future performance outcomes and does not ensure that a client or prospective client will experience a higher level of performance or result. There is no payment given to qualify or receive this rating. However, there is a user fee paid to use the Forbes Best in State Logo(s). For further disclosure visit https://aegisfinancialplanners.com/wp-content/uploads/2025/04/2025-Long-Forbes-Disclosure.pdf

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Manager

Entry

Vice President

Employees by Department

Aegis Financial has 10 employees across 4 departments.

Departments

Number of employees

Funding Data

Aegis Financial has never raised funding before.

Aegis Financial Tech Stack

Discover the technologies and tools that power Aegis Financial's digital infrastructure, from frameworks to analytics platforms.

SiteGround

Hosting

Gravity Forms

Form builders

Slick

JavaScript libraries

Site Kit

Analytics

PWA

Miscellaneous

Microsoft 365

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

jQuery

JavaScript libraries

PHP

Programming languages

WP-PageNavi

WordPress plugins

WordPress

Blogs

Frequently asked questions

Aegis Financial is located in Oshkosh, Wisconsin, US.

You can reach Aegis Financial at +19207359800.

Aegis Financial generates an estimated annual revenue of $2,309,985. This revenue figure reflects the company's market position and business performance in its industry.

Aegis Financial has an estimated valuation of $7,400,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Aegis Financial has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Aegis Financial

Kristie Furseth

Director Of Operations

4.8

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