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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 |
|---|---|---|---|
| MN | RA | APPROVED | 2025-08-01 |
Branch Locations
701 Xenia Avenue South Suite 100, Golden Valley, MN 55416-1089 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel Nicolaus | Wayzata | MN | 04/2008 | Present |
| The Oak Ridge Financial Group | Golden Valley | MN | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-05 |
| S63 | Uniform Securities Agent State Law Examination | 1987-07-23 |
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