Jeffrey
Viksjo

Ogorek Wealth Management, LLC

CRD#4983644
Investment Advisor
in Buffalo, NY

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About this Advisor

Jeffrey Viksjo is a chartered financial analyst operating out of Buffalo, New York with 2 years of relevant experience. Viksjo is an employee of Ogorek Wealth Management, LLC. The advisor has gained experience at First Niagara Bank, Keybank and Ogorek Wealth Management, LLC. Viksjo maintains a Series 63 license, designating them as a securities broker, and is approved to operate in New York. Ogorek Wealth Management, LLC is a registered investment business headquartered in Buffalo, NY. It administers $412 million in assets across its 198 client accounts, making it one of the larger investment advisory firms in the country by assets under management. Of its 198 accounts, 67% are associated with high-net-worth investors who have at least $1 million in assets. Ogorek Wealth Management, LLC provides a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial management fees vary depending on the financial services offered. Fee types billed by Ogorek Wealth Management, LLC can consist of some blend of asset-based and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Sheridan Meadows Corporate Park North 6400 Sheridan Drive, Suite 224
Buffalo, NY 14221-4842

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Ogorek Wealth Management, LLC Brokerage Details

Total Assets Under Management

$411,909,796

NY Average: $7,464,549,021
Total Number of Employees

8

NY Average: 88
Total Number of Accounts

198

NY Average: 3,892
Average Account Size

$2,080,353

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Jeffrey Viksjo Work History

Jeffrey has been registered as a financial advisor for 2 years.*

2017 - Present (7 years)

Ogorek Wealth Management, LLC

2016 - 2017 (1 year)

Keybank

2010 - 2016 (6 years)

First Niagara Bank

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jeffrey Viksjo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Ogorek Wealth Management, LLC

Jeffrey Viksjo
Buffalo, NY
Anthony Ogorek
Buffalo, NY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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