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Larissa Stentz

The Oak Ridge Financial Services Group, INC
30 Years of Experience
Golden Valley, MN
Broker
View SEC Summary
View SEC Summary

Larissa Stentz is a registered investment advisor at The Oak Ridge Financial Services Group, INC, based in Golden Valley, MN, with 30 years of industry experience. Larissa 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.

The Oak Ridge Financial Services Group, INC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
33 advisors
Number of Clients
1,005 clients
Average Client Portfolio
$665K average
Assets Under Management
$668.6M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

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 · 14 yrs 7 mos
The Oak Ridge Financial Services Group, INC.Broker
May 2008 - Present · 18 yrs 5 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
February 1998 - August 2006 · 8 yrs 6 mos
John G. Kinnard and Company, IncorporatedBroker
August 1996 - March 1998 · 1 yr 7 mos
State Registrations17 states
ARAZCACOFLHIIDILMAMNNCNVORSDTXWAWI
AdvisorBrokerBoth

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
No exam information available for this advisor.
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