Michael J. Blanchard

AEGIS WEALTH MANAGEMENT

Laconia, NH 03246

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CRD#: 1246309

Professional summary

Michael John Blanchard is a registered financial advisor currently at AEGIS WEALTH MANAGEMENT, INC. located in Laconia, New Hampshire.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Michael has worked at 6 firms and has passed the Series 63, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

dba Financial Security Associates, Inc. - 25 Country Club Road Suite 505, Gilford, NH 03249 - Advisory Serices, Retirement Planning, and Insurance Sales - President/Owner

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael John Blanchard's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 15, 2023 - Present

AEGIS WEALTH MANAGEMENT, INC.

Office #1: 354 South Main Street, Laconia, NH 03246

RIA

CRD#: 301990

Laconia, NH

Past

January 10, 2018 - May 8, 2023

FOUNDATIONS INVESTMENT ADVISORS LLC

RIA

CRD#: 175083

LACONIA, NH

Past

June 24, 2014 - December 31, 2017

GRADIENT ADVISORS, LLC

RIA

CRD#: 152665

GILFORD, NH

Past

January 27, 1999 - August 28, 2014

FINANCIAL SECURITY ASSOC. INC.

RIA

CRD#: 120260

TILTON, NH

Past

February 20, 1990 - May 24, 2004

OSAIC FS, INC.

CRD#: 3870

FORT WAYNE, IN

Past

April 26, 1984 - February 17, 1990

SIGNATOR INVESTORS, INC.

CRD#: 468

BOSTON, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

AEGIS WEALTH MANAGEMENT, INC.

CRD#: 301990 / SEC#: 801-117179

RIA

Registered Investment Advisory firm - (8/13/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New Hampshire
(5/15/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 6/4/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 4/25/1984

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 9/3/1997

Investment Company Products/Variable Contracts Principal Examination

Current Firm

AEGIS WEALTH MANAGEMENT, INC.

CRD#: 301990 / SEC#: 801-117179

RIA

Registered Investment Advisory firm - (8/13/2019 Approved)

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Contact information

Main Address

317 State Street, Guthrie Center, IA 50115

Mailing Address

Phone number

(833) 483-8383

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (24 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

AEGIS WEALTH MANAGEMENT INC. FORM ADV PART 2A BROCHURE (3/10/2025)

Regulatory assets under management

Total Number of Accounts	1,538
AUM (Assets Under Management)	$ 175,971,164

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Michael J. Blanchard

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael John Blanchard's CRS (Customer Relationship Summary).

Certified licenses

Experience

FOUNDATIONS INVESTMENT ADVISORS LLC

GRADIENT ADVISORS, LLC

FINANCIAL SECURITY ASSOC. INC.

OSAIC FS, INC.

SIGNATOR INVESTORS, INC.

Primary Firm SEC Registration

AEGIS WEALTH MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 6/4/1984

Series 6

Date: 4/25/1984

Series 26

Date: 9/3/1997

Current Firm

AEGIS WEALTH MANAGEMENT, INC.

Contact information

SEC notice filing (24 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AEGIS WEALTH MANAGEMENT, INC.

TRUST BUT VERIFY

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