Frederick Baerenz (CRD# 2388453) is an Investment Advisor Representative working at Aog Wealth Management in Reston, VA and has over 29 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kalos Capital, Inc. | Alpharetta, GA | May 2013 - Current | 10 |
| Alpha Omega Group, Inc. | Great Falls, VA | May 2000 - Current | 23 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1995 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2004 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site-
Total Assets Under Management341MILLIONS
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Total Number of Accounts1,056ACCOUNTS
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Average Account Value$323,183
- 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
- Portfolio management for investment companies (as well as "business development companies")
CA, DC, FL, IL, MD, NC, PA, TX, VA
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