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The Oak Ridge Financial Services Group, Inc. CRD 42941
$669M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
701 Xenia Avenue South Suite 100, Golden Valley, MN 55416-1089 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-01-14 |
| FL | RA | APPROVED | 2025-10-20 |
| WA | RA | APPROVED | 2025-08-12 |
| CA | RA | APPROVED | 2023-10-19 |
| MN | RA | APPROVED | 2014-01-27 |
| WI | RA | APPROVED | 2011-08-24 |
Branch Locations
701 Xenia Avenue S Ste 100, Golden Valley, MN 55416 • United States
701 Xenia Avenue S Ste 100, Golden Valley, MN 55416 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oak Ridge Financial Services Group Inc | Golden Valley | MN | 06/2003 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-10-15 |
| S63 | Uniform Securities Agent State Law Examination | 1990-02-28 |
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