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Erik Aagaard, CFP®

Investment Operations Manager

MBA (General Business), Texas Tech University
B.B.A. (Finance), Texas Tech University

Erik Aagaard serves Investment Operations Manager for Argent Fiduciary Consulting Services in our San Antonio office.

Erik joined the company in 2001 and has been involved in multiple aspects of wealth management since then. He holds a Bachelor of Business Administration in Finance and a Master of Business Administration in General Business, both from Texas Tech University.

Erik is a CERTIFIED FINANCIAL PLANNER™ practitioner and a member of the South Texas Chapter of the Financial Planning Association.

San Antonio

755 East Mulberry Suite 400, San Antonio, TX 78212

(210) 352-2410

755 East Mulberry Suite 400, San Antonio, TX 78212

Provided Services

Wealth Management

Wealth Management

Our expert wealth advisors can assist with preserving and growing wealth through tax and risk management, planning for the transfer of wealth, carrying out philanthropic goals and consulting on the preservation of family vision and preparing heirs.

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Investment Management

Investment Management

Argent provides a broad range of investment management services designed to optimize the performance of your financial assets based on your unique needs and investment strategy.

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Latest News & Resources

Insights

The Morning View: April 18, 2024

The Morning View: April 18, 2024

In this morning’s data, Initial Jobless Claims were 212,000 for the week ending April 13th, slightly less than expected and the same as the revised figure from the previous week. In addition, Continuing Claims were 1,812,000 for the week ending April 6th, also...

The Morning View: April 10, 2024

The Morning View: April 10, 2024

In this morning’s data, the headline Consumer Price Index (CPI) increased 0.4% in March, more than expected and grew 3.5% on an annual basis, three-tenths above the annualized figure from the previous month. Monthly prices for Gasoline, up 1.7%, and Transportation...

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