Patrick Lundy
Patrick Lundy is a CFP-designated registered investment advisor at The Oak Ridge Financial Services Group, INC, based in Woodbury, MN, with 37 years of industry experience. Patrick 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
539 Bielenberg Dr - Suite 100, Woodbury, MN, 55125
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2016Employment History
Current Registrations
The Oak Ridge Financial Services Group, INC
The Oak Ridge Financial Services Group, INC.Broker
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Associated Investment Services, INC.
Associated Investment Services, INC.Broker
Federated Securities CORP.Broker
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp SecuritiesBroker
Primevest Financial Services, INC.Broker
Elan Investment Services, INC.Broker
Marketing One Securities, INC.Broker
State Registrations12 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.