Get Started

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

Get Started

How did you hear about us?

Facebook LinkedIn YouTube

Courtney Krell

Marketing Coordinator

In 2020, Courtney joined AEGIS Financial as the Client Experience Concierge. She performs a varying multitude of client services and provides internal office support. She is the initial point of contact for clients or professional partners of AEGIS Financial.

Courtney graduated from the University of Wisconsin Stevens Point in Spring 2020 with two bachelor’s degrees in Arts Management and Communications with an emphasis in Media Studies. She has interned at Woodlands Church in Stevens Point and at Milwaukee Repertory theater.

Courtney loves to spend quality time with family and friends. As time allows, she enjoys reading, writing, going to plays or musicals, water skiing, spending time in the outdoors, and meeting new people.

Back to Our Team
Check the background of this firm on FINRA's BrokerCheck

Tell us a little about your financial picture and we’ll share our initial recommendations.

Insights from the Specialized Professionals

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

Oshkosh Corporation Employees! You Must Make a Pension Election by September 1st!

If you are struggling to figure out what to do now that your Oshkosh Corporation Pension is terminating, please read on. The team at AEGIS […]

What’s New | AEGIScoop

What’s New with the Team! Kenji Passed his Series 65 Exam! A Big Congratulations to Kenji Callahan, Relationship Manager, who passed his Series 65 Exam! […]

Read More

Top