Frederick
Baerenz
Aog Wealth Management
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About this Advisor
Frederick Baerenz is a financial advisor working out of Great Falls, Virginia, who has 20 years of work experience. Baerenz is an advisor for Aog Wealth Management. During their career, Baerenz has held roles at Pacific West Securities, Inc, Pacific West Financial Consultants, Inc, Multi-Financial Securities Corp, Cetera Advisors LLC, Alpha Omega Group, Inc and Kalos Capital, Inc. Baerenz maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Virginia. Aog Wealth Management is a firm headquartered in Great Falls, Virginia. It has $233 million in total assets between its 1,372 accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. The firm serves seven charities and foundations. Of its 1,372 accounts, 24% belong to high-net-worth investors who have greater than $1 million in investable assets. Aog Wealth Management has a set of services, such as financial planning services and portfolio management for individuals and small businesses. Fees for financial advice usually depend on which service is provided. Fees charged by Aog Wealth Management likely include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Aog Wealth Management Brokerage Details
$232,882,905
9
1,372
$169,740
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Answer a few questions to get a personalized match.Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Frederick Baerenz Work History
Frederick has 20 years of experience.
Kalos Capital, Inc
Alpha Omega Group, Inc
Cetera Advisors LLC
Multi-Financial Securities Corp
Pacific West Securities, Inc
Pacific West Financial Consultants, Inc
Disclosures
Frederick Baerenz has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Aog Wealth Management
Great Falls, VA
Great Falls, VA
Great Falls, VA
Great Falls, VA
Great Falls, VA
Great Falls, VA
Great Falls, VA
The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.