The Oak Ridge Financial Services Group, Inc.

The Oak Ridge Financial Services Group, Inc. (CRD# 42941) is a financial advisory firm headquartered in Golden Valley, MN. They manage $217,420,410 in 1,009 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    217
    MILLION
  • Total Number of Accounts
    1,009
    ACCOUNTS
  • Average Account Value
    $215,481
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 38 top financial advisors.
1
Brian R. Trygstad
CRD#: 1056358
701 Xenia Ave, So. Suite 100, Golden Valley, MN 55416
96
Wealthminder
score

Brian Trygstad (CRD# 1056358) is an Investment Advisor Representative working at The Oak Ridge Financial Services Group, Inc. in Golden Valley, MN and has over 35 years of experience in the finance industry. Brian Trygstad has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Diane Brawley
CRD#: 1320782
701 Xenia Avenue South, Suite 100, Golden Valley, MN 55416
93
Wealthminder
score

Diane Brawley (CRD# 1320782) is an Investment Advisor Representative working at The Oak Ridge Financial Services Group, Inc. in Golden Valley, MN and has over 33 years of experience in the finance industry.

3
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 31 years of experience in the finance industry.

4
Terry J. Gries
CRD#: 5571152
701 Xenia Ave. South, Suite 100, Golden Valley, MN 55416
93
Wealthminder
score

Terry Gries (CRD# 5571152) is an Investment Advisor Representative working at The Oak Ridge Financial Services Group, Inc. in Golden Valley, MN and has over 9 years of experience in the finance industry.

5
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 16 years of experience in the finance industry.

6
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 32 years of experience in the finance industry.

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

Susan Lang (CRD# 5318789) is an Investment Advisor Representative working at The Oak Ridge Financial Services Group, Inc. in Golden Valley, MN and has over 10 years of experience in the finance industry.

8
Ryan C. McEnerney
CRD#: 2713356
701 Xenia Ave. South, Suite 100, Golden Valley, MN 55416
93
Wealthminder
score

Ryan McEnerney (CRD# 2713356) is an Investment Advisor Representative working at The Oak Ridge Financial Services Group, Inc. in Golden Valley, MN and has over 21 years of experience in the finance industry.

9
Lawrence D. Morse
CRD#: 2287069
701 Xenia Avenue S Ste 100, Golden Valley , MN 55416
93
Wealthminder
score

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 21 years of experience in the finance industry.

10
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 20 years of experience in the finance industry.

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