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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 2025-08-01
  • MN RA
    APPROVED
    Since 2025-08-01

Branch Locations

701 Xenia Avenue 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
OrganizationCityStateFromTo
Stifel Nicolaus Wayzata MN 04/2008 Present
The Oak Ridge Financial Group Golden Valley MN 07/2025 Present
  • 04/2008 → Present
    Stifel Nicolaus
    Wayzata, MN
  • 07/2025 → Present
    The Oak Ridge Financial Group
    Golden Valley, MN
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-02-05
S63 Uniform Securities Agent State Law Examination 1987-07-23
  • S66 Uniform Combined State Law Examination
    2008-02-05
  • S63 Uniform Securities Agent State Law Examination
    1987-07-23
Other Names
  • Charlie Jensen

View on SEC IAPD

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