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Lawrence David Morse

THE OAK Ridge Financial Services Group, Inc.

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About Lawrence David Morse

Lawrence Morse is a financial advisor registered with The Oak Ridge Financial Services Group, Inc. Lawrence has been in the financial services industry since 1996. Lawrence is registered as an Investment Adviser Representative in Minnesota. Lawrence has worked in several firms including Northland Securities, Inc. Lawrence has Series 63, 65, 66, 7, 24, and 53 licenses. Lawrence has a background in various investment products and services, including financial planning, portfolio management, and selection of other advisors.

Firm Information

Lawrence Morse 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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Lawrence Morse’s Registration & Firm History

MN

06/15/2016 - Present

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

MN

09/30/2002 - 01/04/2005

NORTHLAND SECURITIES, INC. (MINNEAPOLIS MN)

MN

01/01/2001 - 10/02/2002

MILLER JOHNSON STEICHEN KINNARD, INC. (MINNEAPOLIS MN)

MN

05/14/1997 - 01/01/2001

MILLER, JOHNSON & KUEHN, INCORPORATED (MINNEAPOLIS MN)

MN

03/31/1996 - 05/22/1997

PIPER JAFFRAY INC. (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 06/14/2016

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 06/08/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/28/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/09/2008

Series 24 - General Securities Principal Examination

BC

Issued 08/23/2007

Series 53 - Municipal Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/19/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lawrence David Morse.
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