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THE OAK Ridge Financial Services Group, Inc.

Headquartered in GOLDEN VALLEY, MN

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Firm Information

THE OAK Ridge Financial Services Group, Inc. is a corporation headquartered in GOLDEN VALLEY, MN, United States. Founded in March 1997, the firm offers a wide range of financial services, including financial planning, portfolio management for individuals, and selection of other advisers. They have a strong presence across the United States, with state registrations in all 50 states, as well as the District of Columbia and Virgin Islands. With over 30 licensed agents and investment advisor representatives, they serve a diverse clientele, including individuals, high-net-worth individuals, and insurance companies. Their regulatory assets under management exceed $456 million, demonstrating their expertise and experience in managing client assets.

THE OAK Ridge Financial Services Group, Inc.

701 XENIA AVENUE SOUTH

GOLDEN VALLEY, MN 55416-1089

$456.42M

Assets Under Management

Not reported

Total Clients

52

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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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.

Branch Locations (10)

THE OAK RIDGE FINANCIAL SERVICES GROUP, INC. has a total of 10 branch locations across the country.
location

GOLDEN VALLEY, MN

location

DENVER, CO

location

RICHMOND, VA

location

NEW YORK, NY

location

GLEN ALLEN, VA

location

COLUMBUS, OH

location

GOLDEN VALLEY , MN

location

CHICAGO, IL

location

Woodbury, MN

location

Playa Del Rey, CA

Advisors at THE OAK Ridge Financial Services Group, Inc.

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Unclaimed
Kael Celeste Brown

RA

GOLDEN VALLEY, MN

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Larissa Marie Pettit stentz

RA

GOLDEN VALLEY, MN

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Unclaimed
James Lorrin Melby

GOLDEN VALLEY, MN

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Unclaimed
Melissa Jean Olson

GOLDEN VALLEY, MN

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Unclaimed
Patricia Mary Romanko

GOLDEN VALLEY, MN

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Unclaimed
Steven Francis Kittay

RA

GOLDEN VALLEY, MN

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Unclaimed
Tyler John Coyne

RA

GOLDEN VALLEY, MN

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Unclaimed
Nathan Newman

GOLDEN VALLEY, MN

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Disclosures

There are 2 public disclosures for THE OAK Ridge Financial Services Group, Inc.. Review regulatory record here.

Frequently Asked Questions (9)

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