Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Lundberg is an Investment Advisor Representative at The Oak Ridge Financial Services Group, Inc. Andrew has been in the financial services industry since 1972. Andrew has held a variety of positions at several firms throughout their career. Andrew's current firm, The Oak Ridge Financial Services Group, Inc., is a Registered Investment Advisor (RIA) that provides financial planning and portfolio management services to individuals and families. Andrew holds Series 4, 7, 24, and 63 licenses and has a SIE designation. Andrew is registered to provide investment advice in 27 states.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MN
08/31/2018 - Present
THE OAK Ridge Financial Services Group, Inc. (GOLDEN VALLEY MN)
MN
10/12/2007 - 09/05/2018
FELTL & COMPANY (MINNETONKA MN)
MN
05/01/2006 - 10/17/2007
CENTURY SECURITIES ASSOCIATES, INC. (BLOOMINGTON MN)
MN
07/20/2001 - 05/01/2006
STIFEL, NICOLAUS & COMPANY, INCORPORATED (EDINA MN)
MN
02/06/1995 - 07/27/2001
DOUGHERTY & COMPANY LLC (MINNEAPOLIS MN)
TX
09/01/1994 - 02/16/1995
PRINCIPAL FINANCIAL SECURITIES,INC. (DALLAS TX)
NA
07/19/1993 - 09/01/1994
HAMILTON INVESTMENTS, INC.
NA
08/13/1976 - 07/19/1993
CRAIG-HALLUM, INC.
WI
05/29/1990 - 06/01/1990
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NA
03/02/1973 - 09/14/1976
MIDLAND SECURITIES CORP
NA
06/03/1975 - 09/13/1976
MIDWEST DISCOUNT SECURITIES, INC.
NA
07/14/1972 - 07/11/1975
TEIG ROSS, INC.
NA
04/24/1974 - 07/09/1975
MARGOLIS & CO., INC.
NA
04/03/1974 - 06/08/1974
WADDELL & REED, INC.
NA
01/19/1972 - 08/21/1972
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA
BC
Issued 03/24/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/18/1988
Series 4 - Registered Options Principal Examination
BC
Issued 03/02/1984
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/1972
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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