Michael
Helgeson
Aog Wealth Management
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About this Advisor
Michael Helgeson is a financial advisor working out of Reston, Virginia with 1 year of relevant experience. Helgeson works at Aog Wealth Management. The advisor has gained experience at Jackson National Life Distributors LLC, Transamerica Capital Inc, The Leaders Group, Inc, Capitas Financial Rocky Mountains, LLC, Black Creek Capital Markets, LLC, Cambridge Investment Research, Inc, Torchmark Corporation, Duncan Financial Group, Aog Wealth Management and Umb Distribution Services, LLC. Helgeson holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in Virginia. Aog Wealth Management is an advisory firm operating out of Reston, VA. The investment advisory business has offices in two locations and a total of 13 advisors. It manages $305 million in assets under management among its 1,057 customer accounts, making it one of the mid-sized firms in the country by assets under management. The firm advises nine charitable organizations. Of its 1,057 customer accounts, 26% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The business performs a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for investment companies. Fees for financial management largely are based on the type of services provided. However, fee types billed by Aog Wealth Management may 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
Michael Helgeson Work History
Michael has been registered as a financial advisor for 1 years.*
Aog Wealth Management
Umb Distribution Services, LLC
Cambridge Investment Research, Inc
Duncan Financial Group
Black Creek Capital Markets, LLC
Torchmark Corporation
The Leaders Group, Inc
Capitas Financial Rocky Mountains, LLC
Transamerica Capital Inc
Jackson National Life Distributors 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 Michael Helgeson 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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