Advisor at Aegis Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Aegis Wealth Management, Inc.
Location
Lakewood, CO 80228
Credentials
Series 63, Series 65
Industry experience
10 years
Kevin Hocker is a financial advisor at Aegis Wealth Management, Inc. in Lakewood, CO, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Sound Income Strategies LLC, Secure Investment Management, J.D. Mellberg Financial, and Cabot Lodge Securities. Outside of his advisory role, Hocker is the CEO of Federal Benefits Group, where he assists federal employees with FERS benefits analysis and retirement income planning. Aegis Wealth Management is an SEC-registered firm managing approximately $176 million in discretionary assets for individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs model portfolios managed by multiple sub-advisers, tailoring allocations to client objectives and risk tolerance while providing broad financial planning and discretionary portfolio management services.
Based on Aegis Wealth Management, Inc.
Based on Aegis Wealth Management, Inc.
Up to $10,000 fixed fee for broad-based financial planning services.
$0 - $500,000: 2.15% annually $500,001 - $1,000,000: 2.05% annually $1,000,001 - $2,500,000: 1.80% annually $2,500,001+: Negotiable
Commissions earned on insurance products and securities sales by dually licensed Associated Persons, separate from advisory fees.
Up to $400 per hour for specific financial planning or consulting services.
Account minimum: $10,000
225 Union Blvd., Suite 150
Lakewood, CO 80228
Colorado
Aegis Wealth Management, Inc.
2021 - Present (5 years)
Sound Income Strategies LLC
2021 - 2021 (1 year)
Secure Investment Managment, LLC
2016 - 2021 (5 years)
J.D. Mellberg Financial, LLC
2016 - 2021 (5 years)
Cabot Lodge Securities LLC
2014 - 2016 (2 years)
Federal Benefits Group
2008 - Present (18 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Denver, CO
Aegis Wealth Management, Inc.
Series 65
Stuart, IA
Royal Fund Management, LLC
Series 66
Guthrie Center, IA
Cambridge Investment Research Advisors
CFP®, Series 66
Guthrie Center, IA
Edward Jones
Series 66
Panora, IA
Edward Jones
Series 66
Adair, IA
Thrivent Investment Management
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")