The Oak Ridge Financial Services Group, Inc

Firm record

As recorded in SEC IAPD

Firm CRD

42941

SEC number

801-80809

Firm type

RIA

Assets under management

$668.6M as of Dec 23, 2025

Website

www.oakridgefinancial.com ↗

Phone

763-923-2270

Address

701 Xenia Avenue South, Golden Valley, MN, 55416-1089

Advisors at this firm

50 in our index · page 1 of 1

• William M AdamsonCRD 6631991 · Golden Valley, MN
  IA RegisteredBroker
• Jon Erving BergCRD 2399821 · Golden Valley, MN
  IA RegisteredBroker
  Disclosure event(s) on record
• Robert Raymond BoucherCRD 1922849 · Golden Valley, MN
  IA RegisteredBroker
• Joel Steven BoveeCRD 1782536 · Golden Valley, MN
  Broker
  Disclosure event(s) on record
• Patrick Roger BoveeCRD 2360398 · Golden Valley, MN
  Broker
• Robert Jay BrooksCRD 1585399 · Golden Valley, MN
  Broker
• Brandon James CowanCRD 5404862 · Golden Valley, MN
  IA RegisteredBroker
• Hugh James DillonCRD 1618133 · Golden Valley, MN
  IA RegisteredBroker
• Samuel DufaultCRD 7554123 · Golden Valley, MN
  Broker
• John Richard EkmanCRD 1632217 · Golden Valley, MN
  BrokerRegistration inactive
  Disclosure event(s) on record
• David Harold FinchCRD 2031060 · Golden Valley, MN
  IA RegisteredBroker
  Disclosure event(s) on record
• David Jay GoldenbergCRD 2681956 · Golden Valley, MN
  IA RegisteredBroker
  Disclosure event(s) on record
• Lawrence Thomas HauskinsCRD 4531496 · Golden Valley, MN
  IA RegisteredBroker
• Randy Lee HinesCRD 1391716 · Golden Valley, MN
  Broker
• James David KallstromCRD 2498681 · Golden Valley, MN
  IA RegisteredBroker
  Disclosure event(s) on record
• Todd Hanton KennedyCRD 1002060 · Golden Valley, MN
  Broker
• Peter Christopher KingCRD 1418552 · Golden Valley, MN
  IA RegisteredBroker
  Disclosure event(s) on record
• Russell Stuart KingCRD 1703706 · Golden Valley, MN
  Broker
• Thomas J KiriharaCRD 5867655 · Golden Valley, MN
  IA RegisteredBroker
• Steven Francis KittayCRD 730821 · Golden Valley, MN
  IA RegisteredBroker
  Disclosure event(s) on record
• Corigan Richard KlocekCRD 7034530 · Golden Valley, MN
  Broker
• Patrick Neal LundyCRD 1595203 · Woodbury, MN
  IA RegisteredBroker
  Disclosure event(s) on record
• Amy M LeumaCRD 4953940 · Golden Valley, MN
  IA RegisteredBroker
• Ryan Charles McenerneyCRD 2713356 · Golden Valley, MN
  IA RegisteredBroker
• James Lorrin MelbyCRD 1251590 · Golden Valley, MN
  Broker
• Danielle MatsonCRD 4140827 · Golden Valley, MN
  BrokerRegistration inactive
  Disclosure event(s) on record
• Derek Scott MccreadyCRD 8160186 · Golden Valley, MN
  IA RegisteredBroker
• Christopher Allen NelsonCRD 2384935 · Golden Valley, MN
  IA RegisteredBroker
• Samantha Jean NelsonCRD 7533641 · Golden Valley, MN
  IA RegisteredBroker
• Douglas Everett OllilaCRD 1114449 · Golden Valley, MN
  IA RegisteredBroker
• Paula Tesch OlsonCRD 1816023 · Golden Valley, MN
  IA RegisteredBroker
• Robert Bruce OverbyCRD 1426369 · Golden Valley, MN
  IA RegisteredBroker
• David Kallman PatonCRD 1746167 · Woodbury, MN
  IA RegisteredBroker
  Disclosure event(s) on record
• Larissa Marie Pettit StentzCRD 2785073 · Golden Valley, MN
  IA RegisteredBroker
• Savino Joseph RanalloCRD 1027393 · Golden Valley, MN
  IA RegisteredBroker
• Jeffrey Thomas RathmannerCRD 2665527 · Golden Valley, MN
  IA RegisteredBroker
  Disclosure event(s) on record
• Scott William RickfordCRD 2586752 · Golden Valley, MN
  IA RegisteredBroker
• Richard William RokalaCRD 2646330 · Golden Valley, MN
  BrokerRegistration inactive
  Disclosure event(s) on record
• Patricia Mary RomankoCRD 3223510 · Golden Valley, MN
  Broker
• Cynthia Kay RostCRD 1590613 · Golden Valley, MN
  IA RegisteredBroker
• Julie Ann Macy RumbleCRD 2643309 · Golden Valley, MN
  Broker
• Richard Allen RyanCRD 705046 · Golden Valley, MN
  Broker
• William James SalmenCRD 1932383 · Golden Valley, MN
  Broker
• Erle Bean SavageCRD 4480454 · Golden Valley, MN
  IA RegisteredBroker
• Michael J SchumacherCRD 6073001 · Golden Valley, MN
  IA RegisteredBroker
• Daniel Wayne SteffesCRD 4209395 · Golden Valley, MN
  IA RegisteredBroker
• William Frederick SteinbauerCRD 1661440 · Golden Valley, MN
  IA RegisteredBroker
• Joseph Paul SullivanCRD 2407266 · Golden Valley, MN
  Broker
• Amric Zane SobczakCRD 6752202 · Golden Valley, MN
  Broker
• Blake Montgomery WeimerCRD 6989347 · Golden Valley, MN
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.