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Patrick Neal Lundy

THE OAK Ridge Financial Services Group, Inc.

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About Patrick Neal Lundy

Patrick Neal Lundy is a financial advisor with The Oak Ridge Financial Services Group, Inc. Patrick has over 35 years of experience in the financial services industry. Patrick is registered with the following states: Alaska, Arizona, Colorado, Florida, Minnesota, North Dakota, Oregon, South Carolina, Texas, Wisconsin, and Wyoming. Patrick provides financial planning and portfolio management for individuals. Patrick also provides selection of other advisors. Patrick is a Certified Financial Planner.

Firm Information

Patrick Lundy 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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Patrick Lundy’s Registration & Firm History

MN

10/19/2023 - Present

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

MN

08/30/2012 - 04/15/2016

U.S. BANCORP INVESTMENTS, INC. (SHOREVIEW MN)

MN

10/13/1999 - 09/11/2012

ASSOCIATED INVESTMENT SERVICES, INC. (EAGAN MN)

PA

04/20/1998 - 10/01/1999

FEDERATED SECURITIES CORP. (PITTSBURGH PA)

MN

09/03/1997 - 03/26/1998

U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)

OR

02/05/1996 - 09/03/1997

U.S. BANCORP SECURITIES (PORTLAND OR)

MN

10/27/1994 - 04/05/1995

PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)

NJ

04/14/1988 - 06/10/1994

ELAN INVESTMENT SERVICES, INC. (MORRIS PLAINS NJ)

NA

12/26/1986 - 02/29/1988

MARKETING ONE SECURITIES, INC.

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Licenses & Designations

IA

Issued 12/29/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/21/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/04/1990

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/20/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Patrick Neal Lundy. Review regulatory record here.
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