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Christopher Allen Nelson

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
MN RA APPROVED 2025-08-19
  • MN RA
    APPROVED
    Since 2025-08-19

Branch Locations

701 Xenia Ave. 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
American Financial (Truchoice) St Louis Park MN 11/2010 02/2021
Allianz Life Financial Services, Llc Minneapolis MN 04/2015 06/2019
The Leaders Group, Inc. Littleton CO 08/2019 03/2021
Innovation Partners Llc Charlotte NC 02/2022 07/2024
Mount Yale Capital Group Bloomington MN 03/2021 07/2024
Dinsmore Compliance Services Cincinnati OH 07/2024 03/2025
The Oak Ridge Financial Group Golden Valley MN 05/2025 Present
  • 11/2010 → 02/2021
    American Financial (Truchoice)
    St Louis Park, MN
  • 04/2015 → 06/2019
    Allianz Life Financial Services, Llc
    Minneapolis, MN
  • 08/2019 → 03/2021
    The Leaders Group, Inc.
    Littleton, CO
  • 02/2022 → 07/2024
    Innovation Partners Llc
    Charlotte, NC
  • 03/2021 → 07/2024
    Mount Yale Capital Group
    Bloomington, MN
  • 07/2024 → 03/2025
    Dinsmore Compliance Services
    Cincinnati, OH
  • 05/2025 → Present
    The Oak Ridge Financial Group
    Golden Valley, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-05
S66 Uniform Combined State Law Examination 1997-08-26
  • S65 Uniform Investment Adviser Law Examination
    2025-08-05
  • S66 Uniform Combined State Law Examination
    1997-08-26

View on SEC IAPD

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NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
OSAIC WEALTH, INC.
ALLIANZ INVESTMENT MANAGEMENT LLC
MMA SECURITIES LLC
ASSOCIATED INVESTMENT SERVICES, INC.

Other Investors

ERLE BEAN SAVAGE
DAVID JAY GOLDENBERG
MICHAEL J SCHUMACHER
CHARLES GORDON JENSEN
TAI HWEE STANLEY DIONG
JULIEANN ELIZABETH SCHROEDER
JOHN WILLIAM MACKIMM
Joseph Norman Johnston

Other Offices

THE OAK RIDGE FINANCIAL SERVICES GROUP, INC · GOLDEN VALLEY, MN
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
OSAIC WEALTH, INC. · MINNEAPOLIS, MN
THE OAK RIDGE FINANCIAL SERVICES GROUP, INC. · GOLDEN VALLEY, MN
ALLIANZ INVESTMENT MANAGEMENT LLC · MINNEAPOLIS, MN

More in Golden Valley, MN

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