Robert Overby
Robert Overby is a registered investment advisor at The Oak Ridge Financial Services Group, INC, based in Golden Valley, MN, with 40 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,501 clients with $460M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Oak Ridge offers separately managed accounts where third-party managers handle your investments. Fees for these accounts vary from 0.25% to 2.25% of the assets managed, not to exceed a cumulative fee of 2.50%. These fees are paid to the third-party manager, who then remits a portion to Oak Ridge. In some cases, Oak Ridge charges the advisory fees directly to the client.
Location
701 Xenia Avenue S Ste 100, Golden Valley, MN, 55416
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Robert is the owner of Michelangelo Putting Greens Inc., located in Rosemount, MN. This activity is not investment-related.
Employment History
Current Registrations
The Oak Ridge Financial Services Group, INC
The Oak Ridge Financial Services Group, INC.
The Oak Ridge Financial Services Group, INC.Broker
Previous Registrations
Dougherty & Company LLCBroker
Craig-Hallum, INC.Broker
Mcclees Investments, INC.Broker
J.W. Mcclees and Company, INC.Broker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.