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Lora Jean Nickel

THE OAK Ridge Financial Services Group, Inc.

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About Lora Jean Nickel

Lora Nickel is a financial advisor with The Oak Ridge Financial Services Group, Inc. She is a Chartered Financial Consultant and has been in the financial industry since 2008. Lora Nickel has experience working with high-net-worth individuals and other individuals. She offers financial planning, selection of other advisors, and portfolio management for individuals.

Firm Information

Lora Nickel 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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Lora Nickel’s Registration & Firm History

MN

01/29/2024 - Present

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

MN

03/16/2020 - 12/15/2020

TRANSAMERICA INVESTORS SECURITIES CORPORATION (ST. PAUL MN)

MN

09/04/2019 - 03/13/2020

THRIVENT INVESTMENT MANAGEMENT INC. (VADNAIS HEIGHTS MN)

MN

03/17/2017 - 08/23/2019

CETERA ADVISOR NETWORKS LLC (MINNEAPOLIS MN)

MN

01/03/2011 - 07/06/2015

WELLS FARGO ADVISORS, LLC (BLOOMINGTON MN)

MN

09/19/2008 - 01/03/2011

WELLS FARGO INVESTMENTS, LLC (MINNEAPOLIS MN)

MN

06/25/2008 - 08/27/2008

MORGAN STANLEY & CO. INCORPORATED (MINNEAPOLIS MN)

CA

03/24/2004 - 06/30/2008

WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)

MO

07/01/2003 - 03/22/2004

WACHOVIA SECURITIES, LLC (ST. LOUIS MO)

NY

05/29/2003 - 07/01/2003

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 01/28/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/25/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/13/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/28/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 7 public disclosures for Lora Jean Nickel. Review regulatory record here.
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