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Carl Stephen Muehlemeyer

AEGIS WEALTH MANAGEMENT, INC.·GUTHRIE CENTER, Iowa
Clean recordAEGIS WEALTH MANAGEMENT, INC.
317 STATE STREET, GUTHRIE CENTER, IA 50115CRD# 2997352Firm CRD# 301990

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Carl Stephen Muehlemeyer · GUTHRIE CENTER, IA
Registration
CRD #2997352 · AEGIS WEALTH MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Carl Stephen Muehlemeyer is a registered financial advisor based in GUTHRIE CENTER, Iowa, affiliated with AEGIS WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
AEGIS WEALTH MANAGEMENT, INC.
AEGIS WEALTH MANAGEMENT, INC.
AUM
$143M
Regulatory assets under management
Employees
30
Total firm employees
View all advisors at AEGIS WEALTH MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SHARES IN FEES PAID TO THIRD PARTY ADVISERS
Regulatory
SEC/IARD CRD# 2997352
Firm CRD# 301990
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Carl Stephen Muehlemeyer offer?
Carl Stephen Muehlemeyer specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GUTHRIE CENTER, Iowa for a consultation.
What are Carl Stephen Muehlemeyer's credentials?
Carl Stephen Muehlemeyer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Carl Stephen Muehlemeyer located?
Carl Stephen Muehlemeyer is based in GUTHRIE CENTER, Iowa, working with AEGIS WEALTH MANAGEMENT, INC.. Their office serves clients in the GUTHRIE CENTER metropolitan area and surrounding communities.
How does Carl Stephen Muehlemeyer charge for services?
Carl Stephen Muehlemeyer's firm is compensated through percentage of aum, hourly charges, subscription fees, other: shares in fees paid to third party advisers. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AEGIS WEALTH MANAGEMENT, INC.?
AEGIS WEALTH MANAGEMENT, INC. has approximately 30 employees and manages $143M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at AEGIS WEALTH MANAGEMENT, INC.

Darin Wayne Edward Lucas
GUTHRIE CENTER, IA
Rickey Lynn Rumelhart
GUTHRIE CENTER, IA

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