TrueAdvisor
TrueAdvisor
LH
LH

Lawrence Thomas Hauskins

The Oak Ridge Financial Services Group, INC
23 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
October 2013 - Present · 12 yrs 4 mos
The Oak Ridge Financial Services Group, INC.Broker
August 2012 - Present · 13 yrs 6 mos
Previous Registrations
Morgan Stanley Smith BarneyBroker
June 2009 - September 2012 · 3 yrs 3 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
July 2002 - April 2007 · 4 yrs 9 mos
State Registrations11 states
CACOFLGAMIMNNDNETNTXWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.