Anthony J. Ogorek
OGOREK WEALTH MANAGEMENT
Williamsville, NY 14221-4842
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CRD#: 1037206
Professional summary
Anthony Joseph Ogorek is a registered financial advisor currently at OGOREK WEALTH MANAGEMENT, LLC located in Williamsville, New York.
Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Anthony has worked at 1 firm .
Biography
Anthony Ogorek, CFP®, Ed D. is Founder and CEO of Ogorek Wealth Management LLC. Tony has been a Certified Financial Planner licensee and Registered Investment Advisor near Buffalo, New York since 1983.
Tony is an active writer in the financial industry and has been featured in numerous print, radio, and television appearances. Nationally recognized as a financial leader and innovative thinker, his expertise has been consulted and quoted by such national media as The Wall Street Journal, USA Today, The New York Times, Financial Advisor Magazine, Financial Times, Money Magazine, New York Post, Associated Press, insurance News Net, and Third Age, as well as local newspapers The Buffalo News and Business First.
Tony has appeared on TV as a guest commentator on PBS' Nightly Business Report, CNBC's Mutual Fund Investor, The Money Club, WGRZ, WKBW and WIVB, as well as YNN News. He also had a weekly series on financial radio talk show WBEN and was a financial analyst for National Public Radio's Buffalo, NY affiliate, WBFO for 10 years. Tony completed a 3-year term as Director on the National Association of Personal Financial Advisors' National Board.
Question & Answer
What are your service offerings?
OWM provides financial plannin...
investment management
and retirement coaching to aff...
business owners
and families. As a fiduciary w...
clients with liquid investable...
000
who value long term relationsh...
and embrace our Return on Life...
Do you have an area of expertise or specialization?
Estate & Generational Planning...
High Net Worth Client Needs
Investment Advice with Ongoing...
Medical Professionals
Retirement Planning & Distribu...
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Anthony Joseph Ogorek's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 4, 2021 - Present
OGOREK WEALTH MANAGEMENT, LLC
Office #1: Sheridan Meadows Corporate Park North 6400 Sheridan Drive, Suite 132, Williamsville, NY 14221-4842RIA
CRD#: 105707
Williamsville, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
OGOREK WEALTH MANAGEMENT, LLC
OGOREK ANTHONY JOSEPH | OGOREK WEALTH MANAGEMENT, LLC | OGOREK CAPITAL MANAGEMENT
CRD#: 105707 / SEC#: 801-18446
RIA
Registered Investment Advisory firm - (3/11/1983 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
New York(8/4/2021)
IAR
Texas(1/3/2022)
Exams
Current Firm
OGOREK WEALTH MANAGEMENT, LLC
OGOREK ANTHONY JOSEPH | OGOREK WEALTH MANAGEMENT, LLC | OGOREK CAPITAL MANAGEMENT
CRD#: 105707 / SEC#: 801-18446
RIA
Registered Investment Advisory firm - (3/11/1983 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Sheridan Meadows Corporate Park North 6400 Sheridan Drive, Suite 132, Williamsville, NY 14221-4842
Mailing Address
Phone number
(716) 626-5000
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 638 |
| AUM (Assets Under Management) | $ 525,271,810 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/14/2025 | ||
| 06/28/2023 | ||
| 10/28/2022 |
Red Flags
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Company Information
OGOREK WEALTH MANAGEMENT, LLC
CRD#: 105707Williamsville, NY 14221-4842TRUST BUT VERIFY
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