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LB
LB

Lori Ann Bale

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 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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Other Business Activities

Lori works as an election judge for Minneapolis Elections & Voter Services since 2018. This activity takes place on election days and is not investment-related.

Employment History
Current Registrations
The Oak Ridge Financial Services Group, INC.Broker
June 2015 - Present · 10 yrs 8 mos
The Oak Ridge Financial Services Group, INC
June 2015 - Present · 10 yrs 8 mos
State Registrations21 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.