Active
THE OAK RIDGE FINANCIAL SERVICES GROUP, INC
Investment Advice|GOLDEN VALLEY, MN
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$456.4M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 65.4M |
| Non-Discretionary | 391.0M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 42941 |
| SEC Number | 801-80809 |
| Street Address | 701 XENIA AVENUE SOUTH |
| Street Address 2 | SUITE 100 |
| Location | GOLDEN VALLEY, MN 55416-1089 |
| Country | United States |
| Phone | 763-923-2270 |
| Fax | 763-923-2280 |
| Total Employees | 60 |
| Business Types | broker_dealer, insurance_broker |
Client Count by Type (1,501 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 1,405 |
| High Net Worth Individual… | 96 |
Community Partners
CITY OF APPLE VALLEY
CITY OF BURNSVILLE
CITY OF COATES
CITY OF EMPIRE
CITY OF FARMINGTON
CITY OF HAMPTON
CITY OF HASTINGS
CITY OF LAKEVILLE
CITY OF LILYDALE
CITY OF MENDOTA
CITY OF NEW TRIER
CITY OF NORTHFIELD
CITY OF RANDOLPH
CITY OF ROSEMOUNT
CITY OF SOUTH ST PAUL
CITY OF SUNFISH LAKE
CITY OF VERMILLION
CITY OF WEST ST PAUL
COUNTY OF DAKOTA
TOWNSHIP OF CASTLE ROCK
CITY OF APPLE VALLEY
CITY OF BURNSVILLE
CITY OF COATES
CITY OF EMPIRE
CITY OF FARMINGTON
CITY OF HAMPTON
CITY OF HASTINGS
CITY OF LAKEVILLE
CITY OF LILYDALE
CITY OF MENDOTA
CITY OF NEW TRIER
CITY OF NORTHFIELD
CITY OF RANDOLPH
CITY OF ROSEMOUNT
CITY OF SOUTH ST PAUL
CITY OF SUNFISH LAKE
CITY OF VERMILLION
CITY OF WEST ST PAUL
COUNTY OF DAKOTA
TOWNSHIP OF CASTLE ROCK
CITY OF APPLE VALLEY
CITY OF BURNSVILLE
CITY OF COATES
CITY OF EMPIRE
CITY OF FARMINGTON
CITY OF HAMPTON
CITY OF HASTINGS
CITY OF LAKEVILLE
CITY OF LILYDALE
CITY OF MENDOTA
CITY OF NEW TRIER
CITY OF NORTHFIELD
CITY OF RANDOLPH
CITY OF ROSEMOUNT
CITY OF SOUTH ST PAUL
CITY OF SUNFISH LAKE
CITY OF VERMILLION
CITY OF WEST ST PAUL
COUNTY OF DAKOTA
TOWNSHIP OF CASTLE ROCK
Municipal Government
31 Active
31
Organizations
BLACK DOG WATERSHED MANAGEMENT ORGANIZATION
DAKOTA COUNTY SERVICES COLLABORATIVE
DAKOTA COUNTY SOIL AND WATER CONSERVATION DISTRICT
DAKOTA-SCOTT COUNTIES WORKFORCE INVESTMENT JOINT POWERS BOARD
EAGAN-INVER GROVE HEIGHTS WATERSHED MANAGEMENT ORGANIZATION
LAKEVILLE ARENAS
LOWER MISSISSIPPI RIVER WATERSHED MANAGEMENT ORGANIZATION
MINNESOTA VALLEY TRANSIT AUTHORITY
NORTH CANNON RIVER WATERSHED MANAGEMENT ORGANIZATION
NORTHERN DAKOTA COUNTY CABLE COMMUNICATIONS COMMISSION
SOUTH ST PAUL HOUSING AND REDEVELOPMENT AUTHORITY
VERMILLION RIVER WATERSHED MANAGEMENT COMMISSION (JPB)
BLACK DOG WATERSHED MANAGEMENT ORGANIZATION
DAKOTA COUNTY SERVICES COLLABORATIVE
DAKOTA COUNTY SOIL AND WATER CONSERVATION DISTRICT
DAKOTA-SCOTT COUNTIES WORKFORCE INVESTMENT JOINT POWERS BOARD
EAGAN-INVER GROVE HEIGHTS WATERSHED MANAGEMENT ORGANIZATION
LAKEVILLE ARENAS
LOWER MISSISSIPPI RIVER WATERSHED MANAGEMENT ORGANIZATION
MINNESOTA VALLEY TRANSIT AUTHORITY
NORTH CANNON RIVER WATERSHED MANAGEMENT ORGANIZATION
NORTHERN DAKOTA COUNTY CABLE COMMUNICATIONS COMMISSION
SOUTH ST PAUL HOUSING AND REDEVELOPMENT AUTHORITY
VERMILLION RIVER WATERSHED MANAGEMENT COMMISSION (JPB)
BLACK DOG WATERSHED MANAGEMENT ORGANIZATION
DAKOTA COUNTY SERVICES COLLABORATIVE
DAKOTA COUNTY SOIL AND WATER CONSERVATION DISTRICT
DAKOTA-SCOTT COUNTIES WORKFORCE INVESTMENT JOINT POWERS BOARD
EAGAN-INVER GROVE HEIGHTS WATERSHED MANAGEMENT ORGANIZATION
LAKEVILLE ARENAS
LOWER MISSISSIPPI RIVER WATERSHED MANAGEMENT ORGANIZATION
MINNESOTA VALLEY TRANSIT AUTHORITY
NORTH CANNON RIVER WATERSHED MANAGEMENT ORGANIZATION
NORTHERN DAKOTA COUNTY CABLE COMMUNICATIONS COMMISSION
SOUTH ST PAUL HOUSING AND REDEVELOPMENT AUTHORITY
VERMILLION RIVER WATERSHED MANAGEMENT COMMISSION (JPB)
Special District
12 Active
12
Organizations
BURNSVILLE SCH DIST 191
FARMINGTON PUBLIC SCHOOL DISTRICT
GREAT OAKS ACADEMY
HASTINGS IND SCH DIST 200
INDEPENDENT SCHOOL DISTRICT
INDEPENDENT SCHOOL DISTRICT 196
INDEPENDENT SCHOOL DISTRICT NO. 197
INTERMEDIATE SCHOOL DISTRICT #917
INVER GROVE HGTS ISD 199
LAKEVILLE SCH DIST 194
PRAIRIE CREEK COMMUNITY SCHOOL
RANDOLPH SCH DIST 195
ROSEMOUNT-APPLE VALLEY-EAGAN ISD 196
SOUTH ST PAUL DIST 6
W ST PAUL-MENDOTA HGTS-EAGAN ISD 197
BURNSVILLE SCH DIST 191
FARMINGTON PUBLIC SCHOOL DISTRICT
GREAT OAKS ACADEMY
HASTINGS IND SCH DIST 200
INDEPENDENT SCHOOL DISTRICT
INDEPENDENT SCHOOL DISTRICT 196
INDEPENDENT SCHOOL DISTRICT NO. 197
INTERMEDIATE SCHOOL DISTRICT #917
INVER GROVE HGTS ISD 199
LAKEVILLE SCH DIST 194
PRAIRIE CREEK COMMUNITY SCHOOL
RANDOLPH SCH DIST 195
ROSEMOUNT-APPLE VALLEY-EAGAN ISD 196
SOUTH ST PAUL DIST 6
W ST PAUL-MENDOTA HGTS-EAGAN ISD 197
BURNSVILLE SCH DIST 191
FARMINGTON PUBLIC SCHOOL DISTRICT
GREAT OAKS ACADEMY
HASTINGS IND SCH DIST 200
INDEPENDENT SCHOOL DISTRICT
INDEPENDENT SCHOOL DISTRICT 196
INDEPENDENT SCHOOL DISTRICT NO. 197
INTERMEDIATE SCHOOL DISTRICT #917
INVER GROVE HGTS ISD 199
LAKEVILLE SCH DIST 194
PRAIRIE CREEK COMMUNITY SCHOOL
RANDOLPH SCH DIST 195
ROSEMOUNT-APPLE VALLEY-EAGAN ISD 196
SOUTH ST PAUL DIST 6
W ST PAUL-MENDOTA HGTS-EAGAN ISD 197
School District
15 Active
15
Organizations
09Y FLYING CLUB
1776 POST AMERICAN LEGION RIDERS
30-DAYS FOUNDATION
320 MINISTRIES
360 COMMUNITIES
3 SISTERS PROJECT
4481 CLUB INC
44 JOHN VESSEY
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4 KEEPS ENTERPRISE
5TH SOMALI YOUTH LTD
7 BELLS
861 LOCAL SO ST PAUL TEACHERS ASSOC
AAVISHKAAR USA
ABIDING BRONZE STAR
ABILITY 2 BELIEVE
ABISHEE GARBA ASSOCIATOIN OF MN
09Y FLYING CLUB
1776 POST AMERICAN LEGION RIDERS
30-DAYS FOUNDATION
320 MINISTRIES
360 COMMUNITIES
3 SISTERS PROJECT
4481 CLUB INC
44 JOHN VESSEY
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4 KEEPS ENTERPRISE
5TH SOMALI YOUTH LTD
7 BELLS
861 LOCAL SO ST PAUL TEACHERS ASSOC
AAVISHKAAR USA
ABIDING BRONZE STAR
ABILITY 2 BELIEVE
ABISHEE GARBA ASSOCIATOIN OF MN
09Y FLYING CLUB
1776 POST AMERICAN LEGION RIDERS
30-DAYS FOUNDATION
320 MINISTRIES
360 COMMUNITIES
3 SISTERS PROJECT
4481 CLUB INC
44 JOHN VESSEY
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4 KEEPS ENTERPRISE
5TH SOMALI YOUTH LTD
7 BELLS
861 LOCAL SO ST PAUL TEACHERS ASSOC
AAVISHKAAR USA
ABIDING BRONZE STAR
ABILITY 2 BELIEVE
ABISHEE GARBA ASSOCIATOIN OF MN
Nonprofit Organization
2156 Active
2156
Organizations
Community Partners108 organizations
CITY OF BURNSVILLE
Municipal Government·BURNSVILLE
CITY OF COATES
Municipal Government·HASTINGS
CITY OF EMPIRE
Municipal Government·FARMINGTON
CITY OF FARMINGTON
Municipal Government·FARMINGTON
CITY OF HAMPTON
Municipal Government·HAMPTON
CITY OF HASTINGS
Municipal Government·HASTINGS
CITY OF LAKEVILLE
Municipal Government·LAKEVILLE
CITY OF NEW TRIER
Municipal Government·NEW TRIER
CITY OF RANDOLPH
Municipal Government·RANDOLPH
CITY OF VERMILLION
Municipal Government·VERMILLION
TOWNSHIP OF DOUGLAS
Municipal Government·HAMPTON
TOWNSHIP OF EUREKA
Municipal Government·FARMINGTON
TOWNSHIP OF GREENVALE
Municipal Government·NORTHFIELD
TOWNSHIP OF HAMPTON
Municipal Government·HAMPTON
TOWNSHIP OF NININGER
Municipal Government·HASTINGS
TOWNSHIP OF RANDOLPH
Municipal Government·RANDOLPH
TOWNSHIP OF VERMILLION
Municipal Government·HASTINGS
DAKOTA COUNTY SERVICES COLLABORATIVE
Special District·WEST ST PAUL
DAKOTA-SCOTT COUNTIES WORKFORCE INVESTMENT JOINT POWERS BOARD
Special District·WEST ST PAUL
LAKEVILLE ARENAS
Special District·LAKEVILLE
MINNESOTA VALLEY TRANSIT AUTHORITY
Special District·BURNSVILLE
GREAT OAKS ACADEMY
School District·FARMINGTON
INDEPENDENT SCHOOL DISTRICT
School District·FARMINGTON
INDEPENDENT SCHOOL DISTRICT 196
School District·ROSEMOUNT
INDEPENDENT SCHOOL DISTRICT NO. 197
School District·MENDOTA HEIGHTS
INTERMEDIATE SCHOOL DISTRICT #917
School District·ROSEMOUNT
PRAIRIE CREEK COMMUNITY SCHOOL
School District·NORTHFIELD
09Y FLYING CLUB
Nonprofit Organization·South Saint Paul
1776 POST AMERICAN LEGION RIDERS
Nonprofit Organization·Farmington
30-DAYS FOUNDATION
Nonprofit Organization·GOLDEN VALLEY
320 MINISTRIES
Nonprofit Organization·Lakeville
360 COMMUNITIES
Nonprofit Organization·BURNSVILLE
3 SISTERS PROJECT
Nonprofit Organization·Burnsville
4481 CLUB INC
Nonprofit Organization·RANDOLPH
44 JOHN VESSEY
Nonprofit Organization·LAKEVILLE
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Farmington
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Farmington
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Farmington
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Farmington
4 KEEPS ENTERPRISE
Nonprofit Organization·Apple Valley
5TH SOMALI YOUTH LTD
Nonprofit Organization·Burnsville
7 BELLS
Nonprofit Organization·BURNSVILLE
861 LOCAL SO ST PAUL TEACHERS ASSOC
Nonprofit Organization·SOUTH ST PAUL
AAVISHKAAR USA
Nonprofit Organization·HASTINGS
ABIDING BRONZE STAR
Nonprofit Organization·Hampton
ABILITY 2 BELIEVE
Nonprofit Organization·Hastings
ABISHEE GARBA ASSOCIATOIN OF MN
Nonprofit Organization·Farmington
ABTIDON FOUNDATION
Nonprofit Organization·Lakeville
Acacia Montessori
Nonprofit Organization·Apple Valley
ACACIA PARK CEMETERY ASSOCIATION
Nonprofit Organization·MENDOTA HEIGHTS
ACADEMY OF CERTIFIED TRIAL LAWYERS OF
Nonprofit Organization·BURNSVILLE
ACADEMY OF CHIROPRACTIC
Nonprofit Organization·MENDOTA HEIGHTS
ACADEMY OF DERMATOLOGY VETERINARY TECHNICIANS
Nonprofit Organization·Apple Valley
ACCESS YOUR YOGA
Nonprofit Organization·ROSEMOUNT
Action For Smiles Foundation
Nonprofit Organization·Mendota Heights
ADELANTE PROJECT
Nonprofit Organization·Mendota Heights
ADMAS PUBLISHING
Nonprofit Organization·rosemount
ADVINDICATE INC
Nonprofit Organization·Burnsville
AFRICAN-AMERICAN ACADEMY FOR ACCELERATED LEARNING
Nonprofit Organization·Apple Valley
AFRICAN HOPE MINISTRY
Nonprofit Organization·Apple Valley
AFROECO INC
Nonprofit Organization·APPLE VALLEY
AFSCME Building Corporation
Nonprofit Organization·South St Paul
AGDERLAG OF AMERICA
Nonprofit Organization·Northfield
A GREAT DAY FARM
Nonprofit Organization·NORTHFIELD
AKIN ROAD PTP
Nonprofit Organization·Farmington
AL AJAR FOUNDATION
Nonprofit Organization·Lakeville
ALANO CLUB OF ROSEMOUNT MN INC
Nonprofit Organization·rosemount
ALANO SOCIETY OF HASTINGS INC
Nonprofit Organization·Hastings
AL CAVE
Nonprofit Organization·Burnsville
AL HADI ASSOCIATION
Nonprofit Organization·Lakeville
ALICE M O'BRIEN FOUNDATION
Nonprofit Organization·WEST ST PAUL
ALL DONE AUTISM
Nonprofit Organization·Lakeville
ALLEGRO CHORAL ACADEMY
Nonprofit Organization·Apple Valley
ALL IN MINISTRIES
Nonprofit Organization·APPLE VALLEY
ALLSTAR ACADEMY OF NCCEC
Nonprofit Organization·BURNSVILLE
AL-MADINA ASSOCIATION
Nonprofit Organization·ROSEMOUNT
AL-NOOR CULTURAL CENTER
Nonprofit Organization·APPLE VALLEY