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Jeffrey Harold Viksjo

OGOREK WEALTH MANAGEMENT, LLC·WILLIAMSVILLE, New York
Series 7, Series 63, Series 87Clean record4 years registeredOGOREK WEALTH MANAGEMENT, LLC
SHERIDAN MEADOWS CORPORATE PARK NORTH, WILLIAMSVILLE, NY 14221-4842CRD# 4983644Firm CRD# 105707

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Harold Viksjo · WILLIAMSVILLE, NY
Registration
CRD #4983644 · OGOREK WEALTH MANAGEMENT, LLC · 4 years registered
Brand Profile
Not yet started
01

Career History

OGOREK WEALTH MANAGEMENT, LLC
Aug 2021 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 87
Registration record
First registered · August 17, 2021
Years registered · 4
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
OGOREK WEALTH MANAGEMENT, LLC
CRD 105707 · SEC 801-18446
AUM
$469M
Regulatory assets under management
Employees
8
638 client accounts
Services offered by OGOREK WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at OGOREK WEALTH MANAGEMENT, LLC →
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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.
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Other Advisors at OGOREK WEALTH MANAGEMENT, LLC

Anthony Joseph Ogorek
WILLIAMSVILLE, NY

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