TrueAdvisor
TrueAdvisor
BC
BC

Brandon James Cowan

The Oak Ridge Financial Services Group, INC
13 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 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
April 2017 - Present · 8 yrs 10 mos
The Oak Ridge Financial Services Group, INC.Broker
March 2014 - Present · 11 yrs 11 mos
Previous Registrations
RBC Capital Markets, LLCBroker
June 2012 - March 2014 · 1 yr 9 mos
State Registrations10 states
ARAZCAHIKSMNNMORTXWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.