Unclaimed Profile

Kael Celeste Brown

THE OAK RIDGE FINANCIAL SERVICES GROUP, INC·GOLDEN VALLEY, Minnesota

SIE, Series 7, Series 9, Series 10, Series 24, Series 66, Series 99TOClean record18 years registeredTHE OAK RIDGE FINANCIAL SERVICES GROUP, INC

701 XENIA AVENUE SOUTH, GOLDEN VALLEY, MN 55416-1089CRD# 2771770Firm CRD# 42941

Profile Verification

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

Identity

Kael Celeste Brown · GOLDEN VALLEY, MN

Registration

CRD #2771770 · THE OAK RIDGE FINANCIAL SERVICES GROUP, INC · 18 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: THE OAK RIDGE FINANCIAL SERVICES GROUP, INC

MORGAN STANLEY

Aug 2025 – May 2026

Wayzata, MN

THE OAK RIDGE FINANCIAL SERVICES GROUP, INC

Jan 2010 – Feb 2025

GOLDEN VALLEY, MN

THE OAK RIDGE FINANCIAL SERVICES GROUP, INC

May 2008 – Dec 2009

GOLDEN VALLEY, MN

UBS FINANCIAL SERVICES INC.

Oct 2007 – May 2008

MINNEAPOLIS, MN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 24

Series 66

Series 99TO

Registration record

First registered · October 4, 2007

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THE OAK RIDGE FINANCIAL SERVICES GROUP, INC

CRD 42941 · SEC 801-80809

AUM

$456M

Regulatory assets under management

Employees

1,501 client accounts

Services offered by THE OAK RIDGE FINANCIAL SERVICES GROUP, INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at THE OAK RIDGE FINANCIAL SERVICES GROUP, INC →

Introduction

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Frequently Asked Questions

What services does Kael Celeste Brown offer?

Kael Celeste Brown specializes in Financial Planning, Investment Management.

What are Kael Celeste Brown's credentials?

Kael Celeste Brown is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kael Celeste Brown located?

Kael Celeste Brown is based in GOLDEN VALLEY, Minnesota, last registered with THE OAK RIDGE FINANCIAL SERVICES GROUP, INC.

How does Kael Celeste Brown charge for services?

Kael Celeste Brown'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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