Lawrence Morse (CRD# 2287069) is an Investment Advisor Representative working at The Oak Ridge Financial Services Group, Inc. in Golden Valley , MN and has over 27 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
CRD# 6665238
U.s. Bancorp Investments, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Oak Ridge Financial Services Group Inc. | Golden Valley , MN | Jan 2005 - Current | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1996 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2005 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2016 |
- MN
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Total Assets Under Management414MILLIONS
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Total Number of Accounts1,349ACCOUNTS
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Average Account Value$306,568
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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