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).

Current Firm Details
701 Xenia Avenue South, Suite 100, Golden Valley, MN 55416
http://www.oakridgefinancial.com
By the Numbers
  • Total Assets Under Management
    414
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at The Oak Ridge Financial Services Group, Inc.
Showing 31 - 32 of 32 top financial advisors.
31
Tyler Coyne, financial advisor Golden Valley MN
Tyler J. Coyne
CRD#: 6803130
701 Xenia Ave. South, Suite 100, Golden Valley, MN 55416

Tyler Coyne (CRD# 6803130) is an Investment Advisor Representative working at The Oak Ridge Financial Services Group, Inc. in Golden Valley, MN and has over 4 years of experience in the finance industry.

32
Blake Weimer, financial advisor Golden Valley MN
Blake M. Weimer
CRD#: 6989347
701 Xenia Avenue S Ste 100, Golden Valley, MN 55416

Blake Weimer (CRD# 6989347) is an Investment Advisor Representative working at The Oak Ridge Financial Services Group, Inc. in Golden Valley, MN and has over 5 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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