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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.

755 East Mulberry Suite 400, San Antonio, TX 78212

Provided Services

Wealth Management

Wealth Management

Argent can assist in the day-to-day administration and management of your family’s financial affairs, consult on the preservation of family vision and preparation of heirs and carry out philanthropic goals.

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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: September 24, 2020

The Morning View: September 24, 2020

BY: MARSHALL BARTLETT Senior Vice President / Portfolio Manager In this morning’s data, Initial Jobless Claims were 870,000 for the week ending September 19th, an increase from the previous week and higher than expected. Continuing Claims were 12,580,000 as of...

The Morning View: September 16, 2020

The Morning View: September 16, 2020

BY: MARSHALL BARTLETT Senior Vice President / Portfolio Manager Announced this morning, Retail Sales for August increased 0.6%, less than expected. Strength occurred in food service & drinking places as well as clothing businesses, while stores for sporting goods,...

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