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Erle Bean Savage

The Oak Ridge Financial Services Group, Inc.

Golden Valley, MN

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Current Employers
The Oak Ridge Financial Services Group, Inc.

701 Xenia Avenue South Suite 100, Golden Valley, MN 55416-1089 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2023-10-16
OR RA APPROVED 2023-09-06
TX RA APPROVED_RES 2023-09-05
WI RA APPROVED 2023-09-05
MN RA APPROVED 2023-09-01
  • WA RA
    APPROVED
    Since 2023-10-16
  • OR RA
    APPROVED
    Since 2023-09-06
  • TX RA
    APPROVED_RES
    Since 2023-09-05
  • WI RA
    APPROVED
    Since 2023-09-05
  • MN RA
    APPROVED
    Since 2023-09-01

Branch Locations

701 Xenia Avenue South Suite 100, Golden Valley, MN 55416-1089 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Regan Investments, Inc. Minneapolis MN 05/2009 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-04-30
S65 Uniform Investment Adviser Law Examination 2013-08-28
S66 Uniform Combined State Law Examination 2002-01-25
  • S63 Uniform Securities Agent State Law Examination
    2024-04-30
  • S65 Uniform Investment Adviser Law Examination
    2013-08-28
  • S66 Uniform Combined State Law Examination
    2002-01-25

View on SEC IAPD

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TAI HWEE STANLEY DIONG
JULIEANN ELIZABETH SCHROEDER
JOHN WILLIAM MACKIMM
Joseph Norman Johnston
CONNIE ANN VAN ORNUM

Other Offices

EVEREST FINANCIAL GROUP · MINNEAPOLIS, MN
THRIVENT INVESTMENT MANAGEMENT INC. · GOLDEN VALLEY, MN
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · Golden Valley, MN
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · GOLDEN VALLEY, MN
THE OAK RIDGE FINANCIAL SERVICES GROUP, INC. · GOLDEN VALLEY, MN
OSAIC WEALTH, INC. · MINNEAPOLIS, MN
THE OAK RIDGE FINANCIAL SERVICES GROUP, INC. · GOLDEN VALLEY, MN
ALLIANZ INVESTMENT MANAGEMENT LLC · MINNEAPOLIS, MN

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