Amy Leuma is a registered investment advisor at The Oak Ridge Financial Services Group, INC, based in Golden Valley, MN, with 15 years of industry experience. Amy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,501 clients with $460M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Oak Ridge offers separately managed accounts where third-party managers handle your investments. Fees for these accounts vary from 0.25% to 2.25% of the assets managed, not to exceed a cumulative fee of 2.50%. These fees are paid to the third-party manager, who then remits a portion to Oak Ridge. In some cases, Oak Ridge charges the advisory fees directly to the client.
Location
701 Xenia Ave. South, Suite 100, Golden Valley, MN, 55416-1089
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
The Oak Ridge Financial Services Group, INC
The Oak Ridge Financial Services Group, INC.Broker
Previous Registrations
Wealth Enhancement Advisory Services, LLC
Wealth Enhancement Brokerage Services, LLCBroker
Morgan Stanley
Morgan StanleyBroker
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Riversource Distributors, INC.Broker
Ameriprise Financial Services, INC.Broker
U.S. Bancorp Investments, INC.Broker
State Registrations1 state
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