Jeffrey Harold Viksjo
Investment adviser representative at Ogorek Wealth Management, LLC
10 yearsExperience
1 stateRegistered in
CFA, CFP® certificationDesignations
$558.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Ogorek Wealth Management, LLCMay 2017 to now
- KeybankAug 2016 to Apr 2017
Designations
- CFA
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
State registrations
Registered as an investment adviser representative in 1 state (NY).
Ogorek Wealth Management, LLC
$558.9MAssets managed
192Clients
2Advisers
43 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4983644
- Firm CRD
- 105707