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Alec M

Series 66

Fort Collins, CO

Aegis Wealth Management, Inc.

Alec Muehlemeyer is an investment advisor at Aegis Wealth Management, Inc. in Fort Collins, CO, holding a Series 66 credential with three years of industry experience. His prior roles include positions at Olive Tree Wealth Management, Integrity Alliance, LLC, and Park Avenue Securities. Outside of his advisory work, he is involved in long-term care planning and fixed insurance business through a partnership with Aegis Financial. Aegis Wealth Management serves individual investors, including high-net-worth clients, institutions, and retirement plans, offering comprehensive financial planning, retirement and education savings analysis, and discretionary portfolio management. The firm employs a multi-team advisor structure and leverages third-party sub-advisers alongside AI tools to manage client portfolios.

Annuities Cash flow / budgeting Retirement income strategy College savings (529s, UTMA, etc.) Long-term care insurance
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