linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Joel Steven Bovee

THE OAK Ridge Financial Services Group, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Joel? Claim Your Profile

About Joel Steven Bovee

Joel Bovee is a financial advisor with The Oak Ridge Financial Services Group, Inc. based in Golden Valley, Minnesota. Joel has been in the financial services industry since 1988 and has a wide range of experience working with individuals and families to develop financial plans and manage investments. Joel works with clients to understand their financial goals and then creates customized strategies to help them achieve those goals.

Firm Information

Joel Bovee 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.

check

financial planning services

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

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Joel Bovee’s Registration & Firm History

MN

09/26/2018 - Present

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

MN

11/06/2006 - 09/27/2018

FELTL & COMPANY (WAYZATA MN)

MN

08/24/2000 - 11/07/2006

STIFEL, NICOLAUS & COMPANY, INCORPORATED (WAYZATA MN)

MN

04/19/1998 - 08/29/2000

JOHN G. KINNARD AND COMPANY, INCORPORATED (MINNEAPOLIS MN)

MN

04/12/1993 - 04/06/1998

DOUGHERTY SUMMIT SECURITIES LLC (MINNEAPOLIS MN)

NA

02/12/1988 - 05/05/1993

CRAIG-HALLUM, INC.

Not sure if Joel Steven Bovee is right for you?

Licenses & Designations

IA

Issued 07/05/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/21/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/26/1994

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/16/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Joel Steven Bovee. Review regulatory record here.
Not sure if Joel Steven Bovee is right for you?