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Olga Rip

THE OAK Ridge Financial Services Group, Inc.

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About Olga Rip

Olga Rip is a financial professional with over 15 years of experience in the industry. Olga currently works at The Oak Ridge Financial Services Group, Inc. and has multiple other affiliations. Olga is a registered principal and holds the Series 27, Series 99TO, and SIE licenses. Olga's expertise includes financial planning, portfolio management for individuals, and selection of other advisors. Olga has a strong track record of providing personalized financial advice to help clients achieve their goals.

Firm Information

Olga Rip 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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Olga Rip’s Registration & Firm History

MN

08/27/2024 - Present

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

VA

02/17/2021 - 10/13/2023

TRUIST INVESTMENT SERVICES, INC. (RICHMOND VA)

VA

02/23/2021 - 06/29/2021

BB&T SECURITIES, LLC (RICHMOND VA)

VA

05/11/2009 - 02/17/2021

BB&T SECURITIES, LLC (RICHMOND VA)

VA

07/14/2008 - 01/02/2013

SCOTT & STRINGFELLOW, LLC (RICHMOND VA)

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Licenses & Designations

BC

Issued 07/11/2008

Series 27 - Financial and Operations Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BZX Exchange, Inc.

C

Cboe C2 Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

M

MIAX Emerald, LLC

M

MIAX PEARL, LLC

M

Miami International Securities Exchange, LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq ISE, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Olga Rip.
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