Verified recordFinancial Services

Brian Rogers

Certified Financial Planner at Aegis Financial

Based in Omro Town, United States

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Seniority

Staff

Department

Finance & Accounting

Location

Omro Town

Industry

Financial Services

Company size

16

Contact information

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Email

1 credit

b•••••••@aegisfinancialplanners.com

Phone

5 credits

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Background

About Brian Rogers

A core belief of mine is that financial independence allows individuals to pursue their true passions in life. That can mean a lot of things to a lot of people, but to me it meant being in the financial position to change careers to a career I was truly passionate about. Now as a Financial Advisor I help others to financially position themselves properly for various life transitions, whether that entails a career change, recovering from the loss of a spouse, or beginning a new life in retirement. Connect with me if You are retired or are near retirement and are seeking a holistic retirement plan. Are in transition work-wise, or thinking about a transition, and wanting to explore your financial options. Are dissatisfied with your current advisor and would like a second opinion. Advisory products and services offered through AEGIS Financial, a Registered Investment Advisor. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where AEGIS Financial and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. As a registered investment advisory firm, we are restricted from posting, publishing or otherwise disclosing any form of testimonial which is related to our investment advisory services. LinkedIn recommendations and endorsements may be viewed as a testimonial. This policy requires that we block any recommendations or endorsements. Links to websites and other resources operated by third parties are provided as information only, and there can be no assurance as to its accuracy, suitability or completeness. AEGIS Financial does not endorse, authorize or sponsor the content or its respective sponsors and is in no way responsible for third party content, services, products or information, or for the collection or use of information regarding the web site’s users and/or members.*The Forbes Best in State for Wealth Advisors rating does not guarantee future performance outcomes and does not ensure that a client or prospective client will experience a higher level of performance or result. There is no payment given to qualify or receive this rating. However, there is a user fee paid to use the Forbes Best in State Logo(s). For further disclosure visit https://aegisfinancialplanners.com/wp-content/uploads/2025/04/2025-Long-Forbes-Disclosure.pdf

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Brian Rogers Email & Phone Number @ Aegis Financial | Kipplo Discover