AM
Alec E. Muehlemeyer
AEGIS WEALTH MANAGEMENT
Fort Collins, CO 80525
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CRD#: 7789429
AM
Professional summary
Alec Edmond Muehlemeyer, who also goes by Alec Muehlemeyer, is a registered financial advisor currently at AEGIS WEALTH MANAGEMENT, INC. located in Fort Collins, Colorado.
Alec is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Alec has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Alec Muehlemeyer
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Alec Edmond Muehlemeyer's 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®
NoneExperience
Current
March 9, 2026 - Present
AEGIS WEALTH MANAGEMENT, INC.
Office #1: 4700 S College Ave, Fort Collins, CO 80525RIA
CRD#: 301990
Fort Collins, CO
Past
July 15, 2024 - March 6, 2026
INTEGRITY ALLIANCE, LLC.
RIA
CRD#: 139627
Fort Collins, CO
Past
July 15, 2024 - March 6, 2026
INTEGRITY ALLIANCE, LLC.
BD
CRD#: 139627
Fort Collins, CO
Past
December 6, 2023 - July 9, 2024
PARK AVENUE SECURITIES LLC
RIA
CRD#: 46173
GREENWOOD VILLAGE, CO
Past
October 6, 2023 - July 9, 2024
PARK AVENUE SECURITIES LLC
BD
CRD#: 46173
GREENWOOD VILLAGE, CO
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".
AW
AEGIS WEALTH MANAGEMENT, INC.
AEGIS WEALTH MANAGEMENT | ZARA FINANCIAL GROUP | WILKINSON FINANCIAL | TRUMAN AND ASSOCIATES INC. | STRATEGIES FOR WEALTH MANAGEMENT LLC | STEWART WEALTH ADVISORS | SIMPLIFY ENTERPRISES LLC | PIER FINANCIAL GROUP | PHOENIX FINANCIAL GROUP LLC | OAKWAY FINANCIAL LLC | MINDIE MOLINA & INVESTMENTS & INSURANCE | HARFORD WEALTH GROUP INC. | CROWN HAVEN WEALTH MANAGEMENT LLC | AMERICAN LIBERTY FINANCIAL NETWORK | ALLEGIANT FINANCIAL SALES GROUP LLC | 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
Colorado(3/9/2026)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 10/6/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
AW
AEGIS WEALTH MANAGEMENT, INC.
AEGIS WEALTH MANAGEMENT | ZARA FINANCIAL GROUP | WILKINSON FINANCIAL | TRUMAN AND ASSOCIATES INC. | STRATEGIES FOR WEALTH MANAGEMENT LLC | STEWART WEALTH ADVISORS | SIMPLIFY ENTERPRISES LLC | PIER FINANCIAL GROUP | PHOENIX FINANCIAL GROUP LLC | OAKWAY FINANCIAL LLC | MINDIE MOLINA & INVESTMENTS & INSURANCE | HARFORD WEALTH GROUP INC. | CROWN HAVEN WEALTH MANAGEMENT LLC | AMERICAN LIBERTY FINANCIAL NETWORK | ALLEGIANT FINANCIAL SALES GROUP LLC | AEGIS WEALTH MANAGEMENT, INC.
CRD#: 301990 / SEC#: 801-117179
RIA
Registered Investment Advisory firm - (8/13/2019 Approved)PREMIUM
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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
31
SEC notice filing (25 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,538 |
| AUM (Assets Under Management) | $ 175,971,164 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
AEGIS WEALTH MANAGEMENT, INC.
CRD#: 301990Fort Collins, CO 80525TRUST BUT VERIFY
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