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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: December 2, 2022

The Morning View: December 2, 2022

Announced this morning, the economy added 263,000 jobs in November, higher than expected. The Leisure and Hospitality industry was strong, while the Retail Trade industry was weak. The Unemployment Rate held steady at 3.7% and the Labor Force Participation Rate at...

Retirement Times December 2022 Newsletter

Retirement Times December 2022 Newsletter

December 2022 This month's Retirement Times discusses the following: How to End the Year on a Bright Note Provider Consolidation in the Retirement Plan Market: Impacts for Sponsors Four Things to Know About Plan Limit Hikes Participant Corner - ‘Tis the Season for...

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