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Cynthia Kay Rost

The Oak Ridge Financial Services Group, INC
38 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementFinancial Planning & Coaching
The Oak Ridge Financial Services Group, INC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
31 advisors
Number of Clients
1,501 clients
Average Client Portfolio
$304K average
Assets Under Management
$456.4M

Fee Structure

Location

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

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
The Oak Ridge Financial Services Group, INC
March 2012 - Present · 13 yrs 11 mos
The Oak Ridge Financial Services Group, INC.Broker
May 2008 - Present · 17 yrs 9 mos
Previous Registrations
The Oak Ridge Financial Services Group, INC
May 2008 - August 2011 · 3 yrs 3 mos
UBS Financial Services INC.
September 2006 - May 2008 · 1 yr 8 mos
UBS Financial Services INC.Broker
August 2006 - May 2008 · 1 yr 9 mos
Piper Jaffray & CO.Broker
December 1986 - August 2006 · 19 yrs 8 mos
State Registrations16 states
ARAZCAFLHIILMAMNMONCNVORSDTXWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.