Headshot of Michael Helgeson

Michael Helgeson

Regional Vice President Capital Markets Group

 Michael is the Regional Vice President of AOG Wealth Management’s Capital Markets Group.  He serves as the primary point of contact for Registered Investment Advisors and Broker Dealers for the AOG Institutional Diversified Fund (AOGFX). He assists Advisors and Due Diligence Officers concerning account opening technology, minimum investment requirements, liquidity options, tax filing documentation, historical performance, and asset class statistics.

He currently holds FINRA Series 7, 6, 65, and 63 registrations, as well his Virginia Resident License for Life Insurance and Annuities. 

Michael previously worked for major variable annuity, and mutual fund companies before transitioning to a non-traded REIT and 1031 Exchange arena. 

Michael received his Bachelor of Business Administration with an emphasis in Finance from the University of Colorado at Boulder.    

Defined by the rules promulgated under the Securities Act of 1933. Individuals may qualify as accredited investors based on wealth and income thresholds, as well as other measures of financial sophistication.