Aog Wealth Management
Aog Wealth Management (CRD# 159026) is a financial advisory firm headquartered in Great Falls, VA. They manage $261,796,275 in 1,245 accounts and serve the financial needs of clients across 9 states (or territories).
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Total Assets Under Management262MILLION
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Total Number of Accounts1,245ACCOUNTS
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Average Account Value$210,278
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, DC, FL, LA, MD, NC, PA, TX, VA
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.
Sarah Gosselin (CRD# 6323497) is an Investment Advisor Representative working at Aog Wealth Management in Great Falls, VA and has over 4 years of experience in the finance industry.
Erin Long (CRD# 6495478) is an Investment Advisor Representative working at Aog Wealth Management in Great Falls, VA and has over 3 years of experience in the finance industry.
James Ortlip (CRD# 4174290) is an Investment Advisor Representative working at Aog Wealth Management in Great Falls, VA and has over 20 years of experience in the finance industry. James Ortlip has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Michelle Whitlock (CRD# 5667988) is an Investment Advisor Representative working at Aog Wealth Management in Great Falls, VA and has over 8 years of experience in the finance industry. Michelle Whitlock has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.