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Robert Raymond Boucher

THE OAK Ridge Financial Services Group, Inc.

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About Robert Raymond Boucher

Robert Boucher is a financial advisor working with The Oak Ridge Financial Services Group, Inc. Robert has more than 30 years of experience in the financial industry. Robert has a strong background in portfolio management for individuals and businesses. He can assist with financial planning, investment advice and selection of other advisors.

Firm Information

Robert Boucher 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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Robert Boucher’s Registration & Firm History

MN

04/29/2024 - Present

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

MN

08/20/2010 - 04/29/2024

LINCOLN FINANCIAL ADVISORS CORPORATION (EDINA MN)

MN

06/03/2009 - 08/25/2010

PARK AVENUE SECURITIES LLC (MINNEAPOLIS MN)

MN

09/20/2007 - 05/05/2009

FINANCIAL NETWORK INVESTMENT CORPORATION (EDEN PRAIRIE MN)

MN

11/16/2005 - 08/31/2007

METLIFE SECURITIES INC. (APPLE VALLEY MN)

MN

11/16/2005 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (PLYMOUTH MN)

TX

05/24/2000 - 11/16/2005

VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)

TX

05/24/2000 - 12/31/2001

THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)

TX

09/02/1992 - 06/22/1998

THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)

TX

12/16/1997 - 06/17/1998

VALIC INVESTMENT SERVICES COMPANY (HOUSTON TX)

CA

10/17/1990 - 10/23/1991

TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)

NY

02/23/1989 - 09/20/1990

EQUICO SECURITIES, INC. (NEW YORK NY)

NY

02/23/1989 - 09/20/1990

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

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Licenses & Designations

IA

Issued 04/07/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/08/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/21/2003

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 03/16/2001

Series 24 - General Securities Principal Examination

BC

Issued 02/02/1995

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/30/2001

Series 7 - General Securities Representative Examination

BC

Issued 11/28/1989

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 02/15/1989

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Robert Raymond Boucher. Review regulatory record here.
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