Michael Truman has been an investment adviser representative at Aegis Wealth Management since August 2019, 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.
- – present · 7 yearsSpringfield, MO · Adviser representative · Firm CRD 301990
Investment adviser representative registrations
Michael Truman is registered as an investment adviser representative in Missouri, since August 2019.
- MissouriSince 14 August 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 31 January 2019 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 14 May 2002 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 6 May 2002 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Michael W Truman
- CRD
- 4512911
- Firm
- Aegis Wealth Management · CRD 301990
- Office
- 1932 W. Chesterfield Blvd., #110, Springfield, MO 65807
- Registration
- Investment adviser registration
- In the industry since
- August 2019
- Disciplinary history
- Not yet shown here · SEC record
Where does Michael Truman work?
Michael Truman is an investment adviser representative registered through Aegis Wealth Management, Inc. since August 2019, and is not listed among the firm’s executive officers or direct owners.
Is Michael Truman a financial advisor?
Yes. Michael Truman has a current investment-adviser registration in Missouri, through Aegis Wealth Management since August 2019.
How many years of experience does Michael Truman have?
Michael Truman has 7 years in the financial industry, since August 2019, across 1 adviser firm.
What exams has Michael Truman passed?
Michael Truman has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in May 2002. FINRA credited Michael Truman with the SIE, which began in October 2018.
Where is Michael Truman based?
Michael Truman’s registered office is in Springfield, MO.
Is Michael Truman registered with FINRA?
No. Michael Truman has no current broker registration.
How can I verify Michael Truman’s record?
Search CRD 4512911 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Truman’s full registration record.
