Frederick
Baerenz

Aog Wealth Management

CRD#2388453
Investment Advisor
in Great Falls, VA

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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

Series 63, Series 65

Years of Experience

20 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

10130-E Colvin Run Road
Great Falls, VA 22066

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Aog Wealth Management Brokerage Details

Total Assets Under Management

$232,882,905

VA Average: $1,835,309,194
Total Number of Employees

9

VA Average: 32
Total Number of Accounts

1,372

VA Average: 1,458
Average Account Size

$169,740

VA Average: $1,258,785

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Investment Advisory Services

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

Frederick Baerenz Work History

Frederick has 20 years of experience.

2013 - Present (8 years)

Kalos Capital, Inc

2000 - Present (21 years)

Alpha Omega Group, Inc

2013 - 2013 (< 1 year)

Cetera Advisors LLC

2011 - 2012 (1 year)

Multi-Financial Securities Corp

2004 - 2011 (7 years)

Pacific West Securities, Inc

2004 - 2012 (8 years)

Pacific West Financial Consultants, Inc

Disclosures

Frederick Baerenz has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Aog Wealth Management

Wiehan Peyper
Great Falls, VA
Joseph Yoon
Great Falls, VA
Michelle Whitlock
Great Falls, VA
Erin Long
Great Falls, VA
Sarah Gosselin
Great Falls, VA
James Ortlip
Great Falls, VA
Frederick Baerenz
Great Falls, VA

This content was compiled from the SEC and FINRA.

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