Jeffrey H. Viksjo

OGOREK WEALTH MANAGEMENT

Williamsville, NY 14221-4842

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CRD#: 4983644

Professional summary

Jeffrey Harold Viksjo, CFA, CFP®, who also goes by Jeffrey VIksjo, is a registered financial advisor currently at OGOREK WEALTH MANAGEMENT, LLC located in Williamsville, New York.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Jeffrey has worked at 2 firms and has passed the Series 63, Series 87 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeffrey Viksjo

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Harold Viksjo's CRS (Customer Relationship Summary).

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®

CFA

Chartered Financial Analyst

CFP^®

Certified Financial Planner

Start date: 2023

Experience

Current

August 17, 2021 - Present

OGOREK WEALTH MANAGEMENT, LLC

Office #1: Sheridan Meadows Corporate Park North 6400 Sheridan Drive, Suite 132, Williamsville, NY 14221-4842

RIA

CRD#: 105707

Williamsville, NY

Past

September 7, 2009 - July 28, 2010

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, 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
(8/17/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 7/29/2009

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 87

Date: 11/30/2009

Research Analyst Exam - Part II Regulations Module

General Industry/Product Exam

Series 7

Date: 9/4/2009

General Securities Representative Examination

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)

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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

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

OGOREK WEALTH MANAGEMENT, LLC FORM ADV PART 2A DISCLOSURE BROCHURE AND 2B BROCHURE SUPPLEMENT (2/13/2025)

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	Cover Page	Report
06/28/2023	Cover Page	Report
10/28/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Jeffrey H. Viksjo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Harold Viksjo's CRS (Customer Relationship Summary).

Certified licenses

Experience

OGOREK WEALTH MANAGEMENT, LLC

CITIGROUP GLOBAL MARKETS INC.

Primary Firm SEC Registration

OGOREK WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 7/29/2009

Series 87

Date: 11/30/2009

Series 7

Date: 9/4/2009

Current Firm

OGOREK WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

OGOREK WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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