Unclaimed Profile

David Michael Klaskin

OAK RIDGE INVESTMENTS, LLC·CHICAGO, Illinois

SIE, Series 7, Series 24, Series 63, Series 6528 years registeredOAK RIDGE INVESTMENTS, LLC

10 SOUTH LASALLE STREET, CHICAGO, IL 60603-1020CRD# 1061575Firm CRD# 107066

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Michael Klaskin · CHICAGO, IL

Registration

CRD #1061575 · OAK RIDGE INVESTMENTS, LLC · 28 years registered

Brand Profile

Not yet started

Career History

OAK RIDGE INVESTMENTS, LLC

Jan 1998 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · January 2, 1998

Years registered · 28

Disclosure History

1994Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

OAK RIDGE INVESTMENTS, LLC

CRD 107066 · SEC 801-35529

AUM

$900M

Regulatory assets under management

Employees

1,667 client accounts

Services offered by OAK RIDGE INVESTMENTS, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at OAK RIDGE INVESTMENTS, LLC →

Introduction

Speak with David

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if David is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in CHICAGO?

Browse all registered financial advisors in CHICAGO, Illinois or claim this profile if it's yours.

Browse CHICAGO Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does David Michael Klaskin offer?

David Michael Klaskin specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in CHICAGO, Illinois for a consultation.

What are David Michael Klaskin's credentials?

David Michael Klaskin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Michael Klaskin located?

David Michael Klaskin is based in CHICAGO, Illinois, working with OAK RIDGE INVESTMENTS, LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.

How does David Michael Klaskin charge for services?

David Michael Klaskin's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is OAK RIDGE INVESTMENTS, LLC?

OAK RIDGE INVESTMENTS, LLC has approximately 11 employees and manages $900M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →