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Erle Bean Savage

THE OAK Ridge Financial Services Group, Inc.

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About Erle Bean Savage

Erle Bean Savage is a financial advisor with The Oak Ridge Financial Services Group, Inc. located in Golden Valley, Minnesota. Erle has over 20 years of experience in the financial services industry. Erle has been registered with the Securities and Exchange Commission (SEC) since 2002. Erle has passed the Series 66, Series 7, and Series 65 exams. The Oak Ridge Financial Services Group, Inc. is a registered investment advisor with the SEC and has offices in Golden Valley, Minnesota. The firm has a strong focus on providing financial planning and investment management services to both individuals and high net worth individuals. The firm also provides a variety of other advisory services, such as selection of other advisors.

Firm Information

Erle Savage 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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Erle Savage’s Registration & Firm History

MN

09/05/2023 - Present

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

MN

08/12/2006 - 09/19/2007

UBS FINANCIAL SERVICES INC. (MINNEAPOLIS MN)

MN

01/14/2002 - 08/12/2006

PIPER JAFFRAY & CO. (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 04/30/2024

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 08/28/2013

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 01/25/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/16/2024

Series 7TO - General Securities Representative Examination

BC

Issued 01/11/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Erle Bean Savage.
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