Frederick
Baerenz
Aog Wealth Management
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About this Advisor
Frederick Baerenz is a financial advisor based out of Reston, Virginia with a total of 10 years of relevant experience. Baerenz works at Aog Wealth Management. Throughout their career, Baerenz has worked at Cetera Advisors LLC, Alpha Omega Group, Inc and Kalos Capital, Inc. Baerenz has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Virginia. Aog Wealth Management is an advisory business operating out of Reston, VA. The firm has offices in two locations and a total of 13 employees. It manages $305 million in assets among its 1,057 client accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. The firm advises nine charitable organizations. Of its 1,057 accounts, 26% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The firm offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for investment companies. Financial advisory fees usually are based on which services the firm provides the client. Fees billed by Aog Wealth Management most likely include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Aog Wealth Management Brokerage Details
$305,046,641
13
1,057
$288,597
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
Frederick Baerenz Work History
Frederick has been registered as a financial advisor for 10 years.*
Kalos Capital, Inc
Alpha Omega Group, Inc
Cetera Advisors LLC
*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 Frederick Baerenz 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 Aog Wealth Management
The Woodlands, TX
Reston, VA
Reston, VA
Reston, VA
Reston, VA
Reston, VA
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