Christopher Nelson
Christopher Nelson is a registered investment advisor at The Oak Ridge Financial Services Group, INC, based in Golden Valley, MN, with 26 years of industry experience. Christopher is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,005 clients with $670M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Fees vary from 0.25% to 2.25% on managed assets, not to exceed a maximum cumulative fee of 2.50%. Third-party managers may establish their own independent fee schedules.
Fee Estimator
Location
701 Xenia Ave. South, Suite 100, Golden Valley, MN, 55416-1089
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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 →Employment History
Current Registrations
The Oak Ridge Financial Services Group, INC
The Oak Ridge Financial Services Group, INC.Broker
Previous Registrations
Innovation Partners LLCBroker
The Leaders Group, INC.Broker
Allianz Life Financial Services, LLCBroker
Questar Capital CorporationBroker
Allianz Life Financial Services, LLCBroker
RBC Capital Markets, LLCBroker
Tamarack Distributors INC.Broker
Fsi Securities, LLCBroker
Bisys Fund Services Limited PartnershipBroker
Gartmore Distribution Services, INC.Broker
Nationwide Advisory Services, INC.Broker
Nationwide Investment Services CorporationBroker
Nationwide Advisory Services, INC.Broker
State Registrations1 state
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.
Exams
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