Frederick
Baerenz

Aog Wealth Management

CRD#2388453
Investment Advisor
in Reston, VA

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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

Series 63, Series 65

Years Registered*

10 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

11911 Freedom Drive Suite 730
Reston, VA 20190

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Aog Wealth Management Brokerage Details

Total Assets Under Management

$305,046,641

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

13

VA Average: 32
Total Number of Accounts

1,057

VA Average: 1,458
Average Account Size

$288,597

VA Average: $1,258,785

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.*

2013 - Present (11 years)

Kalos Capital, Inc

2000 - Present (24 years)

Alpha Omega Group, Inc

2013 - 2013 (< 1 year)

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

Miguel Bremer Wirtig
The Woodlands, TX
Michael Helgeson
Reston, VA
James Ortlip
Reston, VA
Erin Holt
Reston, VA
Sarah Gosselin
Reston, VA
Frederick Baerenz
Reston, VA

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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