David Goldenberg, financial advisor Golden Valley MN

David Goldenberg

CRD Number: 2681956
Current Firm: The Oak Ridge Financial Services Group, Inc.

David Goldenberg (CRD# 2681956) is an Investment Advisor Representative working at The Oak Ridge Financial Services Group, Inc. in Golden Valley, MN and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
The Oak Ridge Financial Services Group, Inc. Golden Valley, MN Sep 2018 - Current 5
Feltl Advisors Minneapolis, MN Jul 2014 - Sep 2018 4
Feltl And Company Minnetonka, MN Jul 2014 - Aug 2018 4
Robert W. Baird & Company Edina, MN Mar 2008 - Jul 2014 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1996
S65 NASAA Investment Advisors Law Examination Apr 2001
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

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Contact Info for David J. Goldenberg
By the Numbers
  • Total Assets Under Management
    414
    MILLIONS
  • Total Number of Accounts
    1,349
    ACCOUNTS
  • Average Account Value
    $306,568
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, MA, MI, MN, MO, NC, NM, NV, NY, OH, OR, RI, SC, SD, TN, TX, VA, WA, WI, WY

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