Larissa Marie Pettit Stentz

The Oak Ridge Financial Services Group, INC

29 Years of Experience

Broker

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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.

Employment History

Current Registrations

The Oak Ridge Financial Services Group, INC

March 2012 - Present · 13 yrs 11 mos

The Oak Ridge Financial Services Group, INC.Broker

May 2008 - Present · 17 yrs 9 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 Registrations20 states

AKARAZCACOFLHIIDILKSMAMNMONCNVORSDTXWAWI

AdvisorBrokerBoth

Exams

No exam information available for this advisor.