Blake Montgomery Weimer

The Oak Ridge Financial Services Group, INC

7 Years of Experience

Broker

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 S Ste 100, Golden Valley, MN, 55416

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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

June 2022 - Present · 3 yrs 8 mos

The Oak Ridge Financial Services Group, INC.Broker

April 2022 - Present · 3 yrs 10 mos

Previous Registrations

Pacer Financial, INC.Broker

August 2018 - March 2022 · 3 yrs 7 mos

State Registrations25 states

AZCACODCFLIDILMAMDMNMOMTNCNJNVNYOHOKORSCSDTXVAWAWI

AdvisorBrokerBoth

Exams

No exam information available for this advisor.