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THE OAK RIDGE FINANCIAL SERVICES GROUP, INC
THE OAK RIDGE FINANCIAL SERVICES GROUP, INC
GOLDEN VALLEY, Minnesota
·
15 registered advisors
·
CRD# 42941
SEC# 801-80809
1
763-923-2270
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 Planning
Investment Management
04
Advisors at THE OAK RIDGE FINANCIAL SERVICES GROUP, INC
15 registered advisors
David Jeffrey Stieber
GOLDEN VALLEY, Minnesota
CRD# 4178089
Elizabeth S Jackson
GOLDEN VALLEY, Minnesota
CRD# 1126737
Jacob Ira Mr Simms
GOLDEN VALLEY, Minnesota
CRD# 4571191
Julie Ann Macy Rumble
GOLDEN VALLEY, Minnesota
CRD# 2643309
Kael Celeste Brown
GOLDEN VALLEY, Minnesota
CRD# 2771770
Lisa Ann Newman
GOLDEN VALLEY, Minnesota
CRD# 2962955
Marc Howard Kozberg
GOLDEN VALLEY, Minnesota
CRD# 1322565
Michael David Leonard
GOLDEN VALLEY, Minnesota
CRD# 728226
Olga Rip
GOLDEN VALLEY, Minnesota
CRD# 5440553
Patrick Joseph Toutant
GOLDEN VALLEY, Minnesota
CRD# 865459
Russell Stuart King
GOLDEN VALLEY, Minnesota
CRD# 1703706
Sarah Marie Wisniewski
GOLDEN VALLEY, Minnesota
CRD# 2340516
Steven Arthur Henriksen
GOLDEN VALLEY, Minnesota
CRD# 2554818
Susanne Hawkins Miller
GOLDEN VALLEY, Minnesota
CRD# 1509589
Thomas David Herstad
GOLDEN VALLEY, Minnesota
CRD# 2386336
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
.