Lori Ann Bale

Current Employers

The Oak Ridge Financial Services Group, Inc.

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

Current Registrations

Authority	Category	Status	Date
VA	RA	APPROVED	2023-09-25
MN	RA	APPROVED	2015-06-09

VA RA
APPROVED

Since 2023-09-25
MN RA
APPROVED

Since 2015-06-09

Branch Locations

701 Xenia Ave. South, Suite 100, Golden Valley, MN 55416-1089 • UNITED STATES

701 Xenia Avenue S Ste 100, Golden Valley, MN 55416 • United States

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

Organization	City	State	From	To
The Oak Ridge Financial Services Group Inc	Golden Valley	MN	09/2004	Present

09/2004 → Present

The Oak Ridge Financial Services Group Inc

Golden Valley, MN

Other Businesses

Minneapolis Elections & Voter Services, not investment-related, Minneapolis, MN, Election Judge, Start Date 10/2018, 8 hours on election day(s), all during market hours.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2015-06-01

S66 Uniform Combined State Law Examination

2015-06-01

View on SEC IAPD

Current Employers

The Oak Ridge Financial Services Group, Inc.

Disclosures

Employment History

Other Businesses

Exams

Other Firms

Other Investors

Other Offices

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