TrueAdvisor
TrueAdvisor
MS
MS

Michael J Schumacher

The Oak Ridge Financial Services Group, INC
10 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
July 2019 - Present · 6 yrs 7 mos
The Oak Ridge Financial Services Group, INC.Broker
June 2019 - Present · 6 yrs 8 mos
Previous Registrations
U.S. Bancorp Investments, INC.Broker
February 2019 - June 2019 · 4 mos
U.S. Bancorp Investments, INC.
February 2019 - June 2019 · 4 mos
Ameriprise Financial Services, INC.
August 2015 - February 2019 · 3 yrs 6 mos
Ameriprise Financial Services, INC.Broker
July 2015 - February 2019 · 3 yrs 7 mos
Northwestern Mutual Investment Services, LLCBroker
February 2015 - May 2015 · 3 mos
State Registrations25 states
ALAZCACOCTDCFLGAIAILKYMIMNMONDNJNMNYOHPASDTXUTWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.