Email

(210) 352-2420

LinkedIn

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.

READ MORE
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.

READ MORE

Latest News & Resources

Insights

Market Perspectives- September 2023

Market Perspectives- September 2023

An Oversold (and Confused) Market • In mid-July, 87% of the S&P stocks exceeded their 50-day moving average. By mid-August, the high point had fallen to 33%, and as of September’s close, the number of stocks still holding above their 50-day moving average slipped...

Investment Outlook – September 2023

Investment Outlook – September 2023

Same Song, Second (or Third or Fourth) Verse There’s a certain sameness to the current market environment. It seems that we’ve been facing a familiar dynamic tension for most of the past year: GDP is thankfully still positive — no recession yet, and the unemployment...

The Morning View: September 29, 2023

The Morning View: September 29, 2023

In this morning’s data, Personal Income grew 0.4% in August, as expected and higher than the previous month.  Personal Spending grew 0.4% in August, slightly lower than expected and moderately lower than the previous month.  Real Personal Spending, which accounts for...

VIEW MORE ARGENT INSIGHTS

Interested in speaking with

one of our experts?

GET IN TOUCH
Share This