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Lori Ann Bale

THE OAK Ridge Financial Services Group, Inc.

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About Lori Ann Bale

Lori Bale is a financial advisor registered with The Oak Ridge Financial Services Group, Inc.. Lori has been working in the financial industry since June 9, 2015 and is currently registered with both the state of Minnesota and Virginia. Lori has a total of 22 approved state registrations and 2 approved Investment Advisor state registrations. Lori has also passed the SIE, Series 7 and Series 66 exams. Lori is registered with FINRA and the state of Minnesota. Lori specializes in providing financial planning and portfolio management services for individuals and businesses.

Firm Information

Lori Bale 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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Lori Bale’s Registration & Firm History

MN

09/25/2023 - Present

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

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Licenses & Designations

BOTH

Issued 06/01/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/09/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lori Ann Bale.
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