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, who has been in the advisory business for 22 years. Baerenz is currently employed by Aog Wealth Management. Baerenz has gained experience at Cetera Advisors LLC, Multi-Financial Securities Corp, Alpha Omega Group, Inc and Kalos Capital, Inc. Baerenz has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to serve investors in Virginia. Aog Wealth Management is a financial advisory firm that has its headquarters in Reston, Virginia. The firm has offices in two locations and a total of 11 people on staff. It oversees $270 million in assets under management across its 1,030 accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. The firm advises nine charitable organizations. Of its 1,030 client accounts, 27% belong to high-net-worth individuals who have more than $1 million in assets available to invest. Aog Wealth Management offers a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial management typically depend on the services. However, fee types billed by Aog Wealth Management likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

22 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

11911 Freedom Drive Suite 730
Reston, VA 20190

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Aog Wealth Management Brokerage Details

Total Assets Under Management

$270,363,956

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

11

VA Average: 32
Total Number of Accounts

1,030

VA Average: 1,458
Average Account Size

$262,489

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 22 years of experience.

2013 - Present (9 years)

Kalos Capital, Inc

2000 - Present (22 years)

Alpha Omega Group, Inc

2013 - 2013 (< 1 year)

Cetera Advisors LLC

2011 - 2012 (1 year)

Multi-Financial Securities Corp

Disclosures

Frederick Baerenz has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Aog Wealth Management

Miguel Bremer Wirtig
The Woodlands, TX
Amy Walley
Reston, VA
James Ortlip
Reston, VA
Erin Long
Reston, VA
Sarah Gosselin
Reston, VA
Frederick Baerenz
Reston, VA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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