James David Kallstrom

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
FL	RA	APPROVED	2024-08-13
SD	RA	APPROVED	2024-08-13
CT	RA	APPROVED	2023-10-17
NM	RA	APPROVED	2023-10-17
WI	RA	APPROVED	2023-10-17
CO	RA	APPROVED	2023-10-16
WA	RA	APPROVED	2023-06-05
MN	RA	APPROVED	2017-02-05

FL RA
APPROVED

Since 2024-08-13
SD RA
APPROVED

Since 2024-08-13
CT RA
APPROVED

Since 2023-10-17
NM RA
APPROVED

Since 2023-10-17
WI RA
APPROVED

Since 2023-10-17
CO RA
APPROVED

Since 2023-10-16
WA RA
APPROVED

Since 2023-06-05
MN RA
APPROVED

Since 2017-02-05

Branch Locations

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

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination Yes

Employment History

Organization	City	State	From	To
The Oak Ridge Financial Services Group Inc	Golden Valley	MN	02/2013	Present

02/2013 → Present

The Oak Ridge Financial Services Group Inc

Golden Valley, MN

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2017-02-03
S63	Uniform Securities Agent State Law Examination	1994-07-25

S65 Uniform Investment Adviser Law Examination

2017-02-03
S63 Uniform Securities Agent State Law Examination

1994-07-25

View on SEC IAPD

Current Employers

The Oak Ridge Financial Services Group, Inc.

Disclosures

Employment History

Exams

Other Firms

Other Investors

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