Jeffrey Viksjo
Ogorek Wealth Management · Williamsville, New York
Jeffrey Viksjo is a fee-only financial advisor at Ogorek Wealth Management in Williamsville, New York, who holds the CFP and CFA credentials. Jeffrey focuses on tax planning, estate & legacy planning and retirement planning. Ogorek Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Physicians
- Early-career professionals
Facts
| Firm | Ogorek Wealth Management |
|---|---|
| Based in | Williamsville, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $558.9M across 665 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in NY · CRD 4983644 |
| Exams passed | Series 63 (2009) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.ogorek.com |
| Profile |
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Questions about Jeffrey
Is Jeffrey Viksjo a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Ogorek Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeffrey charge for financial advice?
Jeffrey's firm, Ogorek Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jeffrey Viksjo based?
Jeffrey Viksjo is based in Williamsville, New York.
What does Jeffrey specialize in?
Jeffrey's specialties include tax planning, estate & legacy planning, retirement planning, physicians & residents and small business owners. Jeffrey works with retirees, physicians and early-career professionals.
What credentials does Jeffrey Viksjo hold?
Jeffrey Viksjo holds the CFP and CFA credentials.
Is Jeffrey Viksjo registered with the SEC?
Yes. Jeffrey Viksjo is registered as an investment adviser representative in NY (CRD 4983644), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Ogorek Wealth Management manage?
Ogorek Wealth Management reports $558.9M across 665 accounts in assets under management.
How do I contact Jeffrey Viksjo?
Through Jeffrey's website, www.ogorek.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Ogorek Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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