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Jeffrey Harold Viksjo

Ogorek Wealth Management, LLC

Williamsville, NY

CRD 4983644

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Employer firm

Ogorek Wealth Management, LLC CRD 105707

$559M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Ogorek Wealth Management, Llc

Sheridan Meadows Corporate Park North 6400 Sheridan Drive, Suite 132, Williamsville, NY 14221-4842 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-08-17
  • NY RA
    APPROVED
    Since 2021-08-17

Branch Locations

Sheridan Meadows Corporate Park North 6400 Sheridan Drive, Suite 132, Williamsville, NY 14221-4842 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Keybank Buffalo NY 08/2016 04/2017
Ogorek Wealth Management, Llc Buffalo NY 05/2017 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2009-07-29
  • S63 Uniform Securities Agent State Law Examination
    2009-07-29
Designations
  • Certified Financial Planner
  • Chartered Financial Analyst
Other Names
  • Jeffrey Viksjo

View on SEC IAPD

Nearby Firms

OSAIC WEALTH, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
RABENOLD ADVISORS, INC.

Nearby Investors

GREGORY PAUL POLEON
CHRISTOPHER ZACCHEAUS CHILES
RANDY DEVIN TOTH

Nearby Offices

OSAIC WEALTH, INC. · WILLIAMSVILLE, NY
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WILLIAMSVILLE, NY
RABENOLD ADVISORS, INC. · WILLIAMSVILLE, NY

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