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 $413,560,471 in 1,349 accounts and serve the financial needs of clients across 32 states (or territories).
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Total Assets Under Management414MILLION
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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)
AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, MA, MI, MN, MO, NC, ND, NJ, NM, NV, NY, OH, OR, RI, SC, SD, TN, TX, VA, WA, WI, WY
Lori Bale (CRD# 4912839) is an Investment Advisor Representative working at The Oak Ridge Financial Services Group, Inc. in Golden Valley, MN and has over 8 years of experience in the finance industry.
Jon Berg (CRD# 2399821) 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.
Kael Brown (CRD# 2771770) 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.
Brandon Cowan (CRD# 5404862) 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.
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 37 years of experience in the finance industry.
David Finch (CRD# 2031060) is an Investment Advisor Representative working at The Oak Ridge Financial Services Group, Inc. in Golden Valley, MN and has over 24 years of experience in the finance industry.
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.
Darin Hargreaves (CRD# 2525123) 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.
Lawrence Hauskins (CRD# 4531496) 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.
James Kallstrom (CRD# 2498681) 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.