Jeffrey Thomas Rathmanner

CFP

The Oak Ridge Financial Services Group, INC

30 Years of Experience

1 DisclosureBroker

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 (1)

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Customer Dispute

February 2003

Closed-No Action

View Full SEC Report How to Read Disclosures

Other Business Activities

Jeffrey serves as a trustee for a trust under will since 2006. He spends minimal time on this personal fiduciary role.

Employment History

Current Registrations

The Oak Ridge Financial Services Group, INC.Broker

May 2017 - Present · 8 yrs 9 mos

The Oak Ridge Financial Services Group, INC

May 2017 - Present · 8 yrs 9 mos

Previous Registrations

Merrill Lynch, Pierce, Fenner & Smith Incorporated

June 2005 - April 2017 · 11 yrs 10 mos

Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker

October 1995 - April 2017 · 21 yrs 6 mos

State Registrations13 states

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AdvisorBrokerBoth

Exams

No exam information available for this advisor.