AdvisorOS Directory
Claim Profile
JV

Jeffrey Harold Viksjo

OGOREK WEALTH MANAGEMENT, LLC·WILLIAMSVILLE, New York
Unclaimed Profile
SHERIDAN MEADOWS CORPORATE PARK NORTH, WILLIAMSVILLE, NY 14221-4842CRD# 4983644Firm CRD# 105707
01

About

Jeffrey Harold Viksjo is a registered financial advisor based in WILLIAMSVILLE, New York, affiliated with OGOREK WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
OGOREK WEALTH MANAGEMENT, LLC
OGOREK WEALTH MANAGEMENT, LLC
AUM
$469M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at OGOREK WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4983644
Firm CRD# 105707
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in WILLIAMSVILLE?

Browse all registered financial advisors in WILLIAMSVILLE, New York or claim this profile if it's yours.

Browse WILLIAMSVILLE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Jeffrey Harold Viksjo offer?
Jeffrey Harold Viksjo specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WILLIAMSVILLE, New York for a consultation.
What are Jeffrey Harold Viksjo's credentials?
Jeffrey Harold Viksjo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Harold Viksjo located?
Jeffrey Harold Viksjo is based in WILLIAMSVILLE, New York, working with OGOREK WEALTH MANAGEMENT, LLC. Their office serves clients in the WILLIAMSVILLE metropolitan area and surrounding communities.
How does Jeffrey Harold Viksjo charge for services?
Jeffrey Harold Viksjo's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OGOREK WEALTH MANAGEMENT, LLC?
OGOREK WEALTH MANAGEMENT, LLC has approximately 8 employees and manages $469M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in WILLIAMSVILLE
Michael Giokas — GIOKAS WEALTH ADVISORSRobert Emmett Pollock — DOPKINS WEALTH MANAGEMENT, LLCBartholomew Francis Mcgloin — DOPKINS WEALTH MANAGEMENT, LLCAlbert Angelo Nigro — DOPKINS WEALTH MANAGEMENT, LLCScott Michael Mccarthy — CAMBRIDGE ADVISORS, LLC
Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)
City Guides
NEW YORK GuideROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideSYRACUSE Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile