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(210) 352-2420

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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: March 31, 2023

The Morning View: March 31, 2023

Announced this morning, Personal Income grew 0.3% in February, slightly higher than expected. Personal Spending increased 0.2% in February, which was less than expected and markedly lower than the previous month. Real Personal Spending which accounts for inflation...

Market Perspectives- March 2023

Market Perspectives- March 2023

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March Madness •  The Fed increased interest rates by another 25 basis points, raising the targeted range of 4.75% to 5%, the highest level in 15 years. • Failure of Silicon Valley Bank and Signature Bank resulted in a market reevaluation of regional bank risk....

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