Client Resources > AEGIS Financial

Log in from anywhere.

All AEGIS clients can log into our online portal to view real-time summaries and updates.

Access your account

Client Access Tutorials

Be an informed investor.

Sign up to receive our objective, timely insights.

Our Involvement in the Oshkosh Community

As active members of our community, we happily dedicate time and resources to the following organizations and charities. Please reach out to us if you are interested in participating or partnering with us.

Q4 Giving Plan event
Q4 Giving Plan event
Q4 Giving Plan event
Q2 Giving Plan event
Our Professional Development Day, March 11th, 2021
Our Professional Development Day, March 11th, 2021
Our Quarter 3 2020 Giving Plan took place on July 9th and July 16th at Christine Anne’s Domestic Abuse Center volunteering.
Our Quarter 3 2020 Giving Plan took place on July 9th and July 16th at Christine Anne’s Domestic Abuse Center volunteering.
Our Quarter 3 2020 Giving Plan took place on July 9th and July 16th at Christine Anne’s Domestic Abuse Center volunteering.
Our Quarter 3 2020 Giving Plan took place on July 9th and July 16th at Christine Anne’s Domestic Abuse Center volunteering.
Our Quarter 3 2020 Giving Plan took place on July 9th and July 16th at Christine Anne’s Domestic Abuse Center volunteering.
Our Quarter 3 2020 Giving Plan took place on July 9th and July 16th at Christine Anne’s Domestic Abuse Center volunteering.
Our Professional Development Day was held on June 10th, 2020.
Our Professional Development Day was held on June 10th, 2020.
The team at AEGIS Financial supported the Oasis at Mercy Health Foundation in Oshkosh for their Q1 2019 Giving Plan. The firm was inspired to partner with the Oasis due to Advisor, Brian Rogers battle through cancer.
The Rogers Family
Bill & Shawnee Bowman delivered the toiletry items to the Ronald McDonald House. The firm partnered with the Ronald McDonald House in memory of the Bowman's daughter Mikayla.
The team at AEGIS Financial gathers around all of the toiletry items that were donated by the team, the clients at AEGIS Financial and the community in support of the Ronald McDonald House for the firm's Q3 2018 Giving Plan.
Kristie Hennes, Mike Villeneuve and Brian Rogers stock the 50 hams in Father Carr's freezer.
Chris Otte, Bill Bowman, Michael Donnan and Mariah Madell take a quick moment from unpacking the hams to smile for the camera.
The team at AEGIS Financial donates 50 Hams to Father Carr's in Oshkosh for Christmas in 2018.
Brian Rogers, Mike Villeneuve, Tyler Streber and Michael Donnan represent AEGIS Financial as they donate 50 Turkeys to Father Carr's in Oshkosh for Thanksgiving in 2018.
Pamela the Harpist at the Client Appreciation Dinner in 2018.
AEGIS Financial clients enjoying their evening at the Client Appreciation Dinner in 2018.
AEGIS Financial clients enjoying their evening at the Client Appreciation Dinner in 2018.
The team at AEGIS Financial at their firm's Client Appreciation Dinner in 2018.
Finishing the New Client & Referral Event at Leach Amphitheater in Oshkosh.
Advisor, Brian Rogers sitting aside a handful of AEGIS Financial clients
AEGIS Financial New Client & Referral Event 2018
Bill Bowman and Mariah Madell are in the zone rolling out their dough.
The team at AEGIS Financial along with another Raymond James firm from Appleton met at Williams-Sonoma to cook pasta from scratch for their Q1 Professional Development Day of 2019!
Chris Otte, Tyler Streber and Brian Rogers in the midst of rolling out their dough.
Chris Otte, Mariah Madell and Bill Bowman smile big for the camera as they won the Corn Maze.
Bill Bowman gets behind the Corn Cannon at Polly's Pumpkin Patch to fire off some corn.
Some team members at AEGIS Financial took it upon themselves to dress up for Halloween for the team's Q4 Professional Development Day in 2018.
Chris Otte and Mariah Madell
Kristie Hennes and Chris Otte line themselves up for their swing!
Spending some time at the driving range before the golf match of AEGIS Financial's Q2 Professional Development Day in 2018.
The team at AEGIS Financial presenting their paintings!
Kristie Hennes and Chris Otte take a break from painting to smile for the camera.
The team at AEGIS Financial at Urban Fuel for their Q1 Professional Development Day in 2018!
A portion of the AEGIS Financial team enjoying the beautiful May morning walking the path at the March for Dimes Walk in Oshkosh. (part of AEGIS Cares)
The AEGIS Financial team has carried out Roy Duxstad’s tradition for the 10th consecutive year of donating 100 turkeys to a local organization. In 2016 the AEGIS team donated the 100 turkeys to the Salvation Army of Oshkosh.
In December 2016, the AEGIS team and their clients purchased gifts for the children at the Boys & Girls Club of Oshkosh. (part of AEGIS Cares)
The AEGIS team and their significant others smile big for the camera at their company Christmas party in 2016.
On November 17th, 2016 the AEGIS team and their families rode through the Oshkosh Chamber of Commerce Holiday Parade.
The AEGIS Financial team poses in the Festival Foods grocery cart ready to ride through the Oshkosh Chamber of Commerce Holiday Parade.
On December 7th, 2017 the AEGIS team hosted their annual Christmas Soiree Event for their clients and significant others at the Paine Art Center and Gardens in Oshkosh.
On July 28th of 2017, Bill Bowman, Michael Donnan, Jake Harmsen and Kristie Hennes took a quick break at Carmel Crisp Café in Oshkosh to enjoy a refreshing ice cream cone with the individuals at Bethel Home.
Mariah Marchant and Chris Otte of the AEGIS Financial team smile while biking individuals from Bethel Home through the park on their rickshaw bikes.
Mariah Marchant of the AEGIS Financial team smiles big for the camera as she’s enjoyed the afternoon biking individuals around Oshkosh from Bethel Home.
Jake Harmsen of the AEGIS Financial team enjoyed the summer afternoon biking individuals from Bethel Home around the Oshkosh River.
On August 10th, 2017 AEGIS Financial hosted their first New Client & Referral Event on The Loos Cruise & Concert in Oshkosh.
AEGIS Financial clients smile for the camera while soaking up the sun on a beautiful August afternoon at the New Client & Referral Event. (August 10th, 2017)
AEGIS Financial clients enjoyed one another’s company prior to The Loos Cruise leaving dock in Oshkosh at the New Client & Referral Event. (August 10th, 2017)
The advisors at AEGIS Financial and their clients wave goodbye as their ready to enjoy The Loos Cruise. (August 10th, 2017)
The clients at AEGIS Financial embrace the magical night at the Paine Art Center and Gardens in Oshkosh at the 2017 Christmas Soiree.
On July 24th, 2017 Mariah Marchant, Chris Otte, Kristie Hennes and Megan Kok utilize the seventh-inning stretch to capture the relaxing afternoon cheering on the Wisconsin Timber Rattlers. (the afternoon of AEGIS Financial’s Professional Development Day)
Bill Bowman, Michael Donnan and Jake Harmsen turn for the camera during the Wisconsin Timber Rattlers game after finishing a successful company professional development meeting. (July 24th, 2017)
In November 2017, the AEGIS team conducted their quarterly Professional Development Day. After their morning meeting, the team spent the afternoon at Fireline Shooting & Training in Appleton to shoot off some rounds. Kristie Hennes and Chris Otte show their excitement prior to entering the range.
As part of AEGIS Cares, the team at AEGIS Financial spent the afternoon volunteering at the Oshkosh Area Community Pantry. (April 18th 2016 – part of AEGIS Cares)
Bill Bowman connecting with business professionals at AEGIS Financial’s Open House on April 21st, 2016.
Chris Otte and Michael Donnan pose for the camera during AEGIS Financial’s Open House.
Jake Harmsen connects with local business professionals throughout AEGIS Financial’s Open House. (April 21st 2016)
Bill Bowman puts his muscles to work while volunteering at the Oshkosh Area Community Pantry. (April 18th 2016 – part of AEGIS Cares)
Bill Bowman with wife, Shawnee Bowman walk hand in hand during the March of Dimes Walk that the AEGIS Financial team participated in. (May 13th 2017 – part of AEGIS Cares)
Mariah Marchant, Chris Otte and Kristie Hennes along with a few AEGIS Financial clients sit alongside two girls from the Boys & Girls Club at the Afternoon Tea Event sponsored by the Boys & Girls Club of Oshkosh.
Mariah Marchant, Megan Kok, Kristie Hennes and two girls from the Boys & Girls Club of Oshkosh embrace the spot light of feeling like celebrities at the Boys & Girls Club Afternoon Tea Event.
Chris Otte, represents half of the AEGIS Financial team by taking first place at the company’s 2016 Christmas Party.
Kristie Hennes, Mariah Marchant, Chris Otte and Megan Kok wipe down the refrigerators at the Oshkosh Area Community Pantry. (April 18th 2016 – part of AEGIS Cares)
The AEGIS Financial team along with the Oshkosh Community came together as a bigger team to collect perishable items to be donated to the Oshkosh Area Community Pantry. (part of AEGIS Cares)
Jake Harmsen discusses the many services that AEGIS Financial offers to those attendees at AEGIS Financial’s Open House. (April 21st 2016)
Bill Bowman opens the floor for speaker Philip McPherson of Janus Henderson Investors at the Economic Forecast Dinner at The Waters in Oshkosh. (January 22nd 2018)
The team at AEGIS Financial learns the ropes from the instructor at Fireline Shooting & Training as part of AEGIS Financial’s Professional Development Day. (November 6th 2017)
Jake Harmsen gives an arm bump for bowling a strike at the AEGIS Financial 2016 Christmas Party.
Jake Harmsen volunteered his time at the Oshkosh Area Community Pantry mopping the floors. (April 18th 2016 – part of AEGIS Cares)
Kristie Hennes and Chris Otte enjoy the beautiful May morning supporting the March of Dimes organization. (May 13th 2017 – part of AEGIS Cares)
(L-R) Catching Mariah Marchant, Megan Kok and Chris Otte firing off a round at Fireline Shooting & Training in Appleton during AEGIS Financial’s Professional Development Day.
Michael Donnan spends time at the Oshkosh Area Community Pantry restocking the shelves. (April 18th 2016 – part of AEGIS Cares)
Michael Donnan and Jake Harmsen enjoy the moment after AEGIS Financial conducted their Open House Ribbon Cutting. (April 21st, 2016)
Michael Donnan, Kristie Hennes, Jake Harmsen and Chris Otte say “cheers” after AEGIS Financial’s Ribbon Cutting. (April 21st, 2016)
Bill Bowman, Kristie Hennes and Jake Harmsen participate in a walk/run at the 2017 Raymond James Conference.
The AEGIS Team along with some family members gathers before the walk to support the March of Dimes organizations. (May 13th 2017 – part of AEGIS Cares)
On February 6th, the AEGIS Financial team gathered at Urban Fuel in Fond du Lac for their Professional Development Day.
Part of the AEGIS Financial team begins their painting masterpieces at Macy Place in Fond du Lac as part of the company’s Professional Development Day. (February 6th 2018)
Bill Bowman puts the final touches to his Winter Snowman painting at Macy Place in Fond du Lac. (Professional Development Day - February 6th 2018)
Kristie Hennes and Chris Otte take a break from painting to capture the relaxing afternoon that they’ve had at their Professional Development Day. (February 6th 2018)

Organizations we support:

Finance 101, Helpful Tutorials and More.

Discover AEGIclips.

Insights from the Specialized Professionals

We regularly share strategies, ideas and tips to help you build and manage your wealth tax-efficiently.

Estate Planning – Don’t Leave Home Without It! | Advice for Life

Every year, we lose clients either expectantly or not. Recently we lost two precious ladies. One expected, one not. One had a spunk we loved […]

Read the entire post

70 + Older | Housing Options for Older Individuals

As you grow older, your housing needs may change. Maybe you’ll get tired of doing yardwork. You might want to retire in sunny Florida or […]

Read the entire post

Under 70 | Caring for Your Aging Parents

Caring for your aging parents is something you hope you can handle when the time comes, but it’s the last thing you want to think […]

Read the entire post

Under 60 | Evaluating an Early Retirement Offer

In today’s corporate environment, cost cutting, restructuring, and downsizing are the norm, and many employers are offering their employees early retirement packages. But how do […]

Read the entire post

Top