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Rickey Lynn Rumelhart

AEGIS WEALTH MANAGEMENT, INC.·GUTHRIE CENTER, Iowa
Unclaimed Profile
317 STATE STREET, GUTHRIE CENTER, IA 50115CRD# 2021670Firm CRD# 301990
01

About

Rickey Lynn Rumelhart 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
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# 2021670
Firm CRD# 301990
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Rickey Lynn Rumelhart offer?
Rickey Lynn Rumelhart specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GUTHRIE CENTER, Iowa for a consultation.
What are Rickey Lynn Rumelhart's credentials?
Rickey Lynn Rumelhart is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Rickey Lynn Rumelhart located?
Rickey Lynn Rumelhart 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 Rickey Lynn Rumelhart charge for services?
Rickey Lynn Rumelhart'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 in GUTHRIE CENTER
Darin Wayne Edward Lucas — AEGIS WEALTH MANAGEMENT, INC.Carl Stephen Muehlemeyer — AEGIS WEALTH MANAGEMENT, INC.
Nearby cities in Iowa
DES MOINES (164)WEST DES MOINES (142)CEDAR RAPIDS (109)DUBUQUE (61)DAVENPORT (35)
City Guides
DES MOINES GuideWEST DES MOINES GuideCEDAR RAPIDS GuideDUBUQUE GuideDAVENPORT Guide
Research
Advisor Fees in IowaNational Fee Analysis
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