Michael Blanchard has been an investment adviser representative at Aegis Wealth Management since May 2023, and is not listed among the firm’s executive officers or direct owners.
Aegis Wealth Management, Inc. is a Guthrie Center, IA firm with $216M under management, 2,350 clients and 27 advisers across 29 offices, as of its August 2026 filing.
Michael Blanchard’s longest registration was 15 years at Financial Security Assoc. Inc. (1999–2014). Before joining Aegis Wealth Management in 2023, Michael Blanchard was registered through Foundations Investment Advisors LLC and Gradient Advisors, LLC.
- – present · 3 yearsLaconia, NH · Adviser representative · Firm CRD 301990
- Foundations Investment Advisors LLC– · 5 yearsLaconia, NH · Adviser representative · Firm CRD 175083
- Gradient Advisors, LLC– · 3 yearsGilford, NH · Adviser representative · Firm CRD 152665
- Financial Security Assoc. Inc.– · 15 yearsTilton, NH · Adviser representative · Firm CRD 120260
Investment adviser representative registrations
Michael Blanchard is registered as an investment adviser representative in New Hampshire, since May 2023.
- New HampshireSince 15 May 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 3 September 1997 |
| Series 63 | Uniform Securities Agent State Law Examination | 4 June 1984 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 25 April 1984 |
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Michael John Blanchard
- CRD
- 1246309
- Firm
- Aegis Wealth Management · CRD 301990
- Office
- 354 South Main Street, Laconia, NH 03246
- Registration
- Investment adviser registration
- In the industry since
- May 1984
- Disciplinary history
- Not yet shown here · SEC record
Where does Michael Blanchard work?
Michael Blanchard is an investment adviser representative registered through Aegis Wealth Management, Inc. since May 2023, and is not listed among the firm’s executive officers or direct owners.
Is Michael Blanchard a financial advisor?
Yes. Michael Blanchard has a current investment-adviser registration in New Hampshire, through Aegis Wealth Management since May 2023.
How many years of experience does Michael Blanchard have?
Michael Blanchard has 42 years in the financial industry, since May 1984, across 4 adviser firms.
What exams has Michael Blanchard passed?
Michael Blanchard has passed 3 licensing exams: the Series 6, Series 63 and Series 26. The earliest, the Series 6, was passed in April 1984.
Where did Michael Blanchard work before Aegis Wealth Management?
Before Aegis Wealth Management, Michael Blanchard was registered through Foundations Investment Advisors LLC, January 2018 to May 2023; Gradient Advisors, LLC, June 2014 to December 2017; Financial Security Assoc. Inc., January 1999 to August 2014.
Where is Michael Blanchard based?
Michael Blanchard’s registered office is in Laconia, NH.
Is Michael Blanchard registered with FINRA?
No. Michael Blanchard has no current broker registration.
How can I verify Michael Blanchard’s record?
Search CRD 1246309 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Blanchard’s full registration record.
