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Darin Wayne Hargreaves

THE OAK Ridge Financial Services Group, Inc.

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About Darin Wayne Hargreaves

Darin Hargreaves is a financial advisor at The Oak Ridge Financial Services Group, Inc. Darin has been in the financial services industry since 1995 and is a Certified Financial Planner. Darin has experience with a variety of financial products and services, including investment advisory services, financial planning, and portfolio management. Darin is registered to provide investment advisory services in Arizona, California, Georgia, Illinois, Michigan, Minnesota, Ohio, South Dakota, Wisconsin, and Wyoming.

Firm Information

Darin Hargreaves is currently registered with THE OAK Ridge Financial Services Group, Inc.. 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.

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Darin Hargreaves’s Registration & Firm History

MN

10/16/2023 - Present

THE OAK Ridge Financial Services Group, Inc. (GOLDEN VALLEY MN)

MN

10/05/2017 - 04/17/2019

UBS FINANCIAL SERVICES INC. (WAYZATA MN)

MN

12/20/2013 - 10/06/2017

WELLS FARGO CLEARING SERVICES, LLC (MINNEAPOLIS MN)

MN

08/12/2011 - 01/10/2014

AMERIPRISE FINANCIAL SERVICES, INC. (GOLDEN VALLEY MN)

MN

08/21/2008 - 08/22/2011

ROBERT W. BAIRD & CO. INCORPORATED (EDINA MN)

MN

07/01/2003 - 09/03/2008

WACHOVIA SECURITIES, LLC (BLOOMINGTON MN)

NY

09/15/2000 - 07/01/2003

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

MO

07/20/1995 - 09/29/2000

EDWARD JONES (ST. LOUIS MO)

CA

10/11/1994 - 10/16/1995

TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)

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Licenses & Designations

IA

Issued 01/24/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/10/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/03/2001

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 12/18/2000

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/11/2001

Series 3 - National Commodity Futures Examination

BC

Issued 07/19/1995

Series 7 - General Securities Representative Examination

BC

Issued 10/10/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Darin Wayne Hargreaves.
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