Frederick Baerenz, financial advisor Great Falls VA

Frederick Baerenz

CRD Number: 2388453
Current Firm: Aog Wealth Management

Frederick Baerenz (CRD# 2388453) is an Investment Advisor Representative working at Aog Wealth Management in Great Falls, VA and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Kalos Capital, Inc. Alpharetta, GA May 2013 - Current 7
Alpha Omega Group, Inc. Great Falls, VA May 2000 - Current 20
Cetera Advisors LLC Denver, CO Jan 2013 - May 2013 < 1
Multi-financial Securities Corp Denver, CO Dec 2011 - Dec 2012 1
Pacific West Financial Consultants, Inc. Renton, WA Sep 2004 - Mar 2012 7
Pacific West Securities, Inc. Renton, WA Sep 2004 - Dec 2011 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1995
S65 NASAA Investment Advisors Law Examination Jul 2004
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

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Contact Info for Frederick P. Baerenz
By the Numbers
  • Total Assets Under Management
    233
    MILLIONS
  • Total Number of Accounts
    1,372
    ACCOUNTS
  • Average Account Value
    $169,740
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, DC, FL, LA, MD, NC, PA, TX, VA

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