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
Larissa Pettit Stentz (CRD# 2785073) 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.
Savino Ranallo (CRD# 1027393) is an Investment Advisor Representative working at The Oak Ridge Financial Services Group, Inc. in Golden Valley, MN and has over 42 years of experience in the finance industry.
Jeffrey Rathmanner (CRD# 2665527) 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.
Scott Rickford (CRD# 2586752) 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.
Richard Rokala (CRD# 2646330) 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.
Cynthia Rost (CRD# 1590613) 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.
Michael Schumacher (CRD# 6073001) 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.
Daniel Steffes (CRD# 4209395) is an Investment Advisor Representative working at The Oak Ridge Financial Services Group, Inc. in Golden Valley, MN and has over 23 years of experience in the finance industry.
William Steinbauer (CRD# 1661440) is an Investment Advisor Representative working at The Oak Ridge Financial Services Group, Inc. in Golden Valley, MN and has over 36 years of experience in the finance industry.
Sarah Wisniewski (CRD# 2340516) 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.