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Erle Bean Savage

The Oak Ridge Financial Services Group, INC
12 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 Avenue 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.Broker
April 2024 - Present · 1 yr 10 mos
The Oak Ridge Financial Services Group, INC
September 2023 - Present · 2 yrs 5 mos
Previous Registrations
Regan Investments, INC.
March 2018 - March 2023 · 5 yrs
UBS Financial Services INC.
September 2006 - September 2007 · 1 yr
UBS Financial Services INC.Broker
August 2006 - September 2007 · 1 yr 1 mo
Piper Jaffray & CO.Broker
January 2002 - August 2006 · 4 yrs 7 mos
State Registrations5 states
MNORTXWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.