THE OAK RIDGE FINANCIAL SERVICES GROUP, INC

GOLDEN VALLEY, Minnesota·15 registered advisors·CRD# 42941
SEC# 801-808091763-923-2270
01

Firm Overview

AUM
$456M
Regulatory assets under management
Employees
60
Total firm employees
Advisors
15
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at THE OAK RIDGE FINANCIAL SERVICES GROUP, INC

15 registered advisors
David Jeffrey Stieber
GOLDEN VALLEY, Minnesota
Elizabeth S Jackson
GOLDEN VALLEY, Minnesota
Jacob Ira Mr Simms
GOLDEN VALLEY, Minnesota
Julie Ann Macy Rumble
GOLDEN VALLEY, Minnesota
Kael Celeste Brown
GOLDEN VALLEY, Minnesota
Lisa Ann Newman
GOLDEN VALLEY, Minnesota
Marc Howard Kozberg
GOLDEN VALLEY, Minnesota
Michael David Leonard
GOLDEN VALLEY, Minnesota
Olga Rip
GOLDEN VALLEY, Minnesota
Patrick Joseph Toutant
GOLDEN VALLEY, Minnesota
Russell Stuart King
GOLDEN VALLEY, Minnesota
Sarah Marie Wisniewski
GOLDEN VALLEY, Minnesota
Steven Arthur Henriksen
GOLDEN VALLEY, Minnesota
Susanne Hawkins Miller
GOLDEN VALLEY, Minnesota
Thomas David Herstad
GOLDEN VALLEY, Minnesota
05

Office Locations

GOLDEN VALLEY, Minnesota
15 advisors

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Data sourced from SEC Form ADV filings. THE OAK RIDGE FINANCIAL SERVICES GROUP, INC (CRD# 42941) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.