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Jacob Ira Mr Simms

THE OAK RIDGE FINANCIAL SERVICES GROUP, INC·GOLDEN VALLEY, Minnesota
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701 XENIA AVENUE SOUTH, GOLDEN VALLEY, MN 55416-1089CRD# 4571191Firm CRD# 42941
01

About

Jacob Ira Mr Simms is a registered financial advisor based in GOLDEN VALLEY, Minnesota, affiliated with THE OAK RIDGE FINANCIAL SERVICES GROUP, INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
THE OAK RIDGE FINANCIAL SERVICES GROUP, INC
THE OAK RIDGE FINANCIAL SERVICES GROUP, INC
AUM
$456M
Regulatory assets under management
Employees
60
Total firm employees
View all advisors at THE OAK RIDGE FINANCIAL SERVICES GROUP, INC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4571191
Firm CRD# 42941
4 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jacob Ira Mr Simms offer?
Jacob Ira Mr Simms specializes in Financial Planning, Investment Management. Contact their office in GOLDEN VALLEY, Minnesota for a consultation.
What are Jacob Ira Mr Simms's credentials?
Jacob Ira Mr Simms is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jacob Ira Mr Simms located?
Jacob Ira Mr Simms is based in GOLDEN VALLEY, Minnesota, working with THE OAK RIDGE FINANCIAL SERVICES GROUP, INC. Their office serves clients in the GOLDEN VALLEY metropolitan area and surrounding communities.
How does Jacob Ira Mr Simms charge for services?
Jacob Ira Mr Simms's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE OAK RIDGE FINANCIAL SERVICES GROUP, INC?
THE OAK RIDGE FINANCIAL SERVICES GROUP, INC has approximately 60 employees and manages $456M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in GOLDEN VALLEY
Russell Stuart King — THE OAK RIDGE FINANCIAL SERVICES GROUP, INCRobert Morgan Regan — REGAN INVESTMENTS, INC.Robert M Regan — REGAN INVESTMENTS, INC.Cynthia Regan Smith — REGAN INVESTMENTS, INC.Sarah Marie Wisniewski — THE OAK RIDGE FINANCIAL SERVICES GROUP, INC
Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)EDINA (122)ST PAUL (111)PLYMOUTH (97)
City Guides
MINNEAPOLIS GuideMINNETONKA GuideEDINA GuideST PAUL GuidePLYMOUTH Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
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