The Oak Ridge Financial Services Group, Inc.

The Oak Ridge Financial Services Group, Inc. (CRD# 42941) is a financial advisory firm headquartered in Minneapolis, MN. They manage $150,500,000 in 736 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    151
    MILLION
  • Total Number of Accounts
    736
    ACCOUNTS
  • Average Account Value
    $204,484
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, IL, MN, MO, RI, TX, WI

Financial Advisors at The Oak Ridge Financial Services Group, Inc.
Showing 1 - 10 of 32 top financial advisors.
1
Hugh J. Dillon
CRD#: 1618133
701 Xenia Avenue S Ste 100, Golden Valley, MN 55416
93
Wealthminder
score

Hugh Dillon (CRD# 1618133) is an Investment Advisor Representative working at The Oak Ridge Financial Services Group, Inc. in Golden Valley, MN and has over 29 years of experience in the finance industry.

2
Brian P. Greenwell
CRD#: 4990984
701 Xenia Ave. South, Suite 100, Minneapolis, MN 55416
93
Wealthminder
score

Brian Greenwell (CRD# 4990984) is an Investment Advisor Representative working at The Oak Ridge Financial Services Group, Inc. in Minneapolis, MN and has over 10 years of experience in the finance industry.

3
Terry J. Gries
CRD#: 5571152
701 Xenia Ave. South, Suite 100, Minneapolis, MN 55416
93
Wealthminder
score

Terry Gries (CRD# 5571152) is an Investment Advisor Representative working at The Oak Ridge Financial Services Group, Inc. in Minneapolis, MN and has over 8 years of experience in the finance industry.

4
Phillip R. Hinze
CRD#: 4494915
701 Xenia Ave. South, Suite 100, Minneapolis, MN 55416
93
Wealthminder
score

Phillip Hinze (CRD# 4494915) is an Investment Advisor Representative working at The Oak Ridge Financial Services Group, Inc. in Minneapolis, MN and has over 14 years of experience in the finance industry.

5
Harry R. Hosker
CRD#: 1440412
701 Xenia Avenue S Ste 100, Golden Valley, MN 55416
93
Wealthminder
score

Harry Hosker (CRD# 1440412) is an Investment Advisor Representative working at The Oak Ridge Financial Services Group, Inc. in Golden Valley, MN and has over 30 years of experience in the finance industry.

6
Garryl W. Keel
CRD#: 2667188
Saint Charles, MO
93
Wealthminder
score

Garryl Keel (CRD# 2667188) is an Investment Advisor Representative working at The Oak Ridge Financial Services Group, Inc. in Saint Charles, MO and has over 21 years of experience in the finance industry.

7
Susan M. Lang
CRD#: 5318789
701 Xenia Ave. South, Suite 100, Minneapolis, MN 55416
93
Wealthminder
score

Susan Lang (CRD# 5318789) is an Investment Advisor Representative working at The Oak Ridge Financial Services Group, Inc. in Minneapolis, MN and has over 9 years of experience in the finance industry.

8
Lisa A. Newman
CRD#: 2962955
701 Xenia Avenue S Ste 100, Golden Valley, MN 55416
93
Wealthminder
score

Lisa Newman (CRD# 2962955) is an Investment Advisor Representative working at The Oak Ridge Financial Services Group, Inc. in Golden Valley, MN and has over 18 years of experience in the finance industry.

9
Douglas E. Ollila
CRD#: 1114449
701 Xenia Ave. South, Suite 100, Minneapolis, MN 55416
93
Wealthminder
score

Douglas Ollila (CRD# 1114449) is an Investment Advisor Representative working at The Oak Ridge Financial Services Group, Inc. in Minneapolis, MN and has over 33 years of experience in the finance industry.

10
Robert B. Overby
CRD#: 1426369
701 Xenia Avenue S Ste 100, Golden Valley, MN 55416
93
Wealthminder
score

Robert Overby (CRD# 1426369) is an Investment Advisor Representative working at The Oak Ridge Financial Services Group, Inc. in Golden Valley, MN and has over 31 years of experience in the finance industry.

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