About Us

Our Approach to Working with Advisors....

Rick Rumelhart
Managing Director & Chief Compliance Officer
As Managing Director for Aegis Wealth Management, Rick was instrumental in the creation of the advisor platform and technology stack Aegis Wealth Management provides to its talented advisors. With and integrated CRM, proprietary risk profiling tool, proprietary proposal generation system, investment analytics, portfolio construction tool, including the very first index annuity capability, and an all-inclusive account aggregation tool. We are an advisor focused, insurance friendly and always put the client first type of firm.    
 
As Chief Compliance Officer, he is the architect and steward of the Aegis Wealth Management strategy, structure and processes to ensure the client-first focus is maintained.  
 
Rick began his career in the financial services industry as a New York Life career agent in the Des Moines General Office in 1989.  He became licensed for Life & Health and is also became Series 6 & 63 licensed in the state of Iowa. 
 
Rick has helped clients plan for retirement for over 20 years. During his career in the financial services industry, he has worked in the Sales and Training area for  Equitable of Iowa Companies and USG Annuity & Life, he has worked as a Regional Vice President with Jackson National Life assisting other financial advisors grow their business, worked with three of the largest National Marketing Organizations for a combines 24 years with roles including Marketing Manager, Advisor Coach, Senior Vice President, Chief Distribution Officer and Chief Operating Officer.
Meet Your Team  |  AEGIS FINANCIAL LEADERSHIP
Darin Lucas
OWNER
Carl Muehlemeyer
OWNER
Meet Your Team  |  GEOWEALTH STRATEGIC PARTNERS
Jen Wing, SVP
Head of Investment Solutions & Chief Investment Officer
Lindsey Ruderman
Client Portfolio Manager
Luke Harangody, Strategic Consultant
 
Rob Gee
Portfolio Manager
Shelby Kueser, VP
Head of Enterprise Services
At Aegis Wealth Management, we take a consultative approach to working with our clients. At the end of the day, we succeed when you succeed. We are happy to assist you and your staff through the process, providing support at every step of the way and helping you grow your entire business.​
© 2020 Aegis Wealth Management, Inc.
​
For financial professional use only. Not intended for use by the general public. The information provided herein is the exclusive property of Aegis Wealth management, Inc., and is protected by copyright and other intellectual property laws of the United States. This material has been prepared for informational and educational purposes only. It is not intended to provide nor should be relied upon for accounting, legal, tax, or investment advice.
All offers, promotions, and programs are conditional and only available to advisors in good standing. Advisory services are offered through Aegis Wealth Management, Inc. The firm is registered as an investment advisor with the SEC and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the advisor has achieved a specific level of skill or ability. ​

Aegis Wealth Management Form ADV Part 2A
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​833.483.8383

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Guthrie Center, IA 50115
About Us

Our Approach to Working with Advisors....

Rick Rumelhart
Managing Director & Chief Compliance Officer
As Managing Director for Aegis Wealth Management, Rick was instrumental in the creation of the advisor platform and technology stack Aegis Wealth Management provides to its talented advisors. With and integrated CRM, proprietary risk profiling tool, proprietary proposal generation system, investment analytics, portfolio construction tool, including the very first index annuity capability, and an all-inclusive account aggregation tool. We are an advisor focused, insurance friendly and always put the client first type of firm.    
 
As Chief Compliance Officer, he is the architect and steward of the Aegis Wealth Management strategy, structure and processes to ensure the client-first focus is maintained.  
 
Rick began his career in the financial services industry as a New York Life career agent in the Des Moines General Office in 1989.  He became licensed for Life & Health and is also became Series 6 & 63 licensed in the state of Iowa. 
 
Rick has helped clients plan for retirement for over 20 years. During his career in the financial services industry, he has worked in the Sales and Training area for  Equitable of Iowa Companies and USG Annuity & Life, he has worked as a Regional Vice President with Jackson National Life assisting other financial advisors grow their business, worked with three of the largest National Marketing Organizations for a combines 24 years with roles including Marketing Manager, Advisor Coach, Senior Vice President, Chief Distribution Officer and Chief Operating Officer.
Meet Your Team  |  AEGIS FINANCIAL LEADERSHIP
Darin Lucas
OWNER
Carl Muehlemeyer
OWNER
Meet Your Team  |  GEOWEALTH STRATEGIC PARTNERS
Jen Wing, SVP
Head of Investment Solutions & Chief Investment Officer
Lindsey Ruderman
Client Portfolio Manager
Luke Harangody, Strategic Consultant
 
Rob Gee
Portfolio Manager
Shelby Kueser, VP
Head of Enterprise Services
At Aegis Wealth Management, we take a consultative approach to working with our clients. At the end of the day, we succeed when you succeed. We are happy to assist you and your staff through the process, providing support at every step of the way and helping you grow your entire business.​