Ogorek Wealth Management Llc
Our ideal client is someone who has accumulated wealth, and wants to use it to improve their lives and leave a legacy. We coordinate all aspects of their financial life, invest with safeguards, minimize taxes, and present their financial information in a format that is easily accessible and understandable.
7-day free trial · no credit card
Verified contacts
7
available on Kipplo
LinkedIn employees
10
1 to 10 range
Open roles
—
no listings
Distinct roles
6
indexed titles
Tech stack
1
tools in use
Monthly traffic
131
organic / mo
Sign up free to see all 7 verified contacts at Ogorek Wealth Management Llc
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
7 contacts with verified email or phone · masked until revealed.
- AC
Alicia Cheney
Partner, Director of Operations · Operations
EmailPhone - JF
Joe Foy
Investment Analyst · Finance & Accounting
EmailPhone - AM
Alexander Muckle
Wealth Management Associate · Finance & Accounting
EmailPhone - DL
Denise Lipka
Client Services Associate · Customer/Client Service
EmailPhone - SG
Sarah Gallo
Marketing Coordinator · Advertising & Marketing
EmailPhone - JV
Jeffrey Viksjo
Partner, Portfolio Manager · Finance & Accounting
EmailPhone
Showing 6 of 7 verified contacts
Top roles at Ogorek Wealth Management Llc
6 distinct titles indexed · top 6 shown.
- 2wealth management associate
- 1client services associate
- 1investment analyst
- 1marketing coordinator
- 1partner, director of operations
- 1partner, portfolio manager
Sign up to unlock all 7 contacts at Ogorek Wealth Management Llc
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 7 verified contacts at Ogorek Wealth Management Llc
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.