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Fridtjov Markussen

AMJ Financial Wealth Management LLC

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About Fridtjov Markussen

Fridtjov Markussen is a financial advisor with AMJ Financial Wealth Management LLC, where Fridtjov has been registered since 2018. Previously, Fridtjov was with Triad Advisors LLC and Waddell & Reed, Inc. Fridtjov has been in the industry since 2003 and specializes in retirement planning, college savings plans, insurance, and estate planning. Fridtjov is a Certified Financial Planner™ professional.

Firm Information

Fridtjov Markussen is currently registered with AMJ Financial Wealth Management LLC. AMJ Financial Wealth Management LLC is a registered investment advisor based in Leesburg, VA, with over 1500 client accounts and $334 million in assets under management. The firm offers a range of services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. AMJ Financial Wealth Management LLC serves a diverse clientele, including high-net-worth individuals, corporations, charitable organizations, pension plans, and individuals other than high-net-worth. The firm also participates in wrap fee programs.
AMJ Financial Wealth Management LLC

44160 SCHOLAR PLAZA

LEESBURG, VA 20176

$334.60M

Assets Under Management

5

Total Clients

16

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Fridtjov Markussen’s Registration & Firm History

VA

09/27/2018 - Present

AMJ Financial Wealth Management LLC (LEESBURG VA)

VA

01/22/2015 - 08/23/2024

TRIAD ADVISORS LLC (LEESBURG VA)

VA

09/08/2009 - 02/20/2013

WADDELL & REED, INC. (VIENNA VA)

VA

11/14/2005 - 06/17/2009

TD AMERITRADE, INC. (RESTON VA)

MD

01/30/2001 - 11/01/2005

LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)

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Licenses & Designations

BOTH

Issued 02/12/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/29/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Fridtjov Markussen.
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