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
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.
Peter King (CRD# 1418552) is an Investment Advisor Representative working at The Oak Ridge Financial Services Group, Inc. in Golden Valley, MN and has over 38 years of experience in the finance industry.
Thomas Kirihara (CRD# 5867655) is an Investment Advisor Representative working at The Oak Ridge Financial Services Group, Inc. in Golden Valley, MN and has over 13 years of experience in the finance industry.
Patrick Lundy (CRD# 1595203) is an Investment Advisor Representative working at The Oak Ridge Financial Services Group, Inc. in Woodbury, MN and has over 35 years of experience in the finance industry.
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 27 years of experience in the finance industry.
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 27 years of experience in the finance industry.
Lisa Newman (CRD# 2962955) is an Investment Advisor Representative working at The Oak Ridge Financial Services Group, Inc. in Minneapolis, MN and has over 26 years of experience in the finance industry.
Douglas Ollila (CRD# 1114449) is an Investment Advisor Representative working at The Oak Ridge Financial Services Group, Inc. in Golden Valley, MN and has over 40 years of experience in the finance industry.
Paula Olson (CRD# 1816023) is an Investment Advisor Representative working at The Oak Ridge Financial Services Group, Inc. in Golden Valley, MN and has over 34 years of experience in the finance industry.
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 38 years of experience in the finance industry.