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Brian Michael Lipsett is a financial advisor professional located in Guthrie Center, IA. They specialize in financial advisory.
Brian Michael Lipsett - Aegis Wealth Management, Inc. holds an active professional license (FINRA CRD) for your protection.
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Brian Michael Lipsett operates Aegis Wealth Management, Inc. in Guthrie Center, Iowa. As a financial advisor, he works with clients on wealth management matters. His business is registered with FINRA under CRD license number 7435766, which establishes his standing within the regulatory framework that oversees investment professionals and brokerage firms across the United States.
A FINRA CRD (Central Registration Depository) license means this financial professional is registered with the Financial Industry Regulatory Authority, the primary regulatory body overseeing investment advisors and brokerage firms in the U.S. This registration indicates the advisor meets baseline qualifications and is subject to FINRA's compliance rules, examinations, and ongoing oversight. Clients can verify registration status and review disciplinary history through FINRA's public database, providing transparency into the advisor's regulatory standing and background.