The Oak Ridge Financial Group, Inc. logo

The Oak Ridge Financial Group, Inc. Employee Directory

Financial ServicesMinnesota, United States51-200 Employees

The Oak Ridge Financial Group, Inc. operates as an independent, full-service financial services firm that offers private client and investment banking services to individual, institutional, and corporate clients. Its professionals focus on understanding clients’ goals and working to help them achieve those objectives, delivering guidance across a range of financial needs within a non-bank, advisory framework. Based in Golden Valley, Minnesota, the company serves a diversified client base and situates itself within the broader financial services sector as a provider of tailored financial solutions through its affiliated entities. Recent leadership moves include executive appointments at the parent and its affiliated bank, reflecting ongoing development within its management team.

Find The Oak Ridge Financial Group, Inc. employees' phone numbers or email addresses

The Oak Ridge Financial Group, Inc. Global Highlights

Location
Employees

North America
123

Minus sign iconPlus sign icon
  • United States Of America
    121
  • Canada
    2

Africa
1

Minus sign iconPlus sign icon
  • Nigeria
    1

Oceania
1

Minus sign iconPlus sign icon
  • Australia
    1

The Oak Ridge Financial Group, Inc.'s Leadership

  • Stylized image of a person
    L. Z.
    Chief Executive Officer
    Phone icon
  • Stylized image of a person
    B. S.
    Vice President - Investments
    Phone icon
  • Stylized image of a person
    M. B.
    Vice President , Institutional Sales
    Phone icon
  • Stylized image of a person
    M. W.
    Vice President Of Investments In The Private Client Services Group
    Phone icon
  • Stylized image of a person
    N. E.
    Vice President Of Investments
    Phone icon
  • Stylized image of a person
    L. D.
    Director, Senior Engineer, Owner
    Phone icon
  • Stylized image of a person
    D. D.
    Partner
    Phone icon
  • Stylized image of a person
    L. N.
    Executive Vice President & Chief Financial Officer
    Phone icon

The Oak Ridge Financial Group, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Community & Social Services
  • Finance
  • Accounting
  • Other
  • Administrative

Contact profiles from The Oak Ridge Financial Group, Inc.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. M.
    Associate Vice President In The Private Client Services Group
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    M. B.
    Vice President , Institutional Sales
    Phone icon
    Oct 18, 2024
  • Stylized image of a person
    M. L.
    Vice President
    Phone icon
    May 20, 2025
  • Stylized image of a person
    M. W.
    Vice President Of Investments In The Private Client Services Group
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    M. S.
    Senior Vice President Investments In The Private Client Services Group
    Phone icon
    Oct 21, 2024
  • Stylized image of a person
    N. E.
    Vice President Of Investments
    Phone icon
    Oct 21, 2024
  • Stylized image of a person
    P. T.
    Executive Vice President And Head Of Private Client Group
    Phone icon
    Oct 21, 2024
  • Stylized image of a person
    P. O.
    Vice President
    Phone icon
    Nov 05, 2025
  • Stylized image of a person
    R. R.
    Vice President
    Phone icon
    Sep 10, 2025
  • Stylized image of a person
    T. P.
    Managing Director
    Phone icon
    CanadaBritish Columbia
    Jun 28, 2026

Frequently Asked Questions

What is The Oak Ridge Financial Group, Inc. known for?

Minus sign iconPlus sign icon
The Oak Ridge Financial Group, Inc. was founded in 1977 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore The Oak Ridge Financial Group, Inc.'s company overview page for more information.

What is The Oak Ridge Financial Group, Inc.'s most common email format?

Minus sign iconPlus sign icon
The Oak Ridge Financial Group, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more The Oak Ridge Financial Group, Inc. email formats with LeadIQ.

How many employees does The Oak Ridge Financial Group, Inc. have currently?

Minus sign iconPlus sign icon
The Oak Ridge Financial Group, Inc. has approximately 62 employees as of August 2026. These team members are located across 3 continents, including North AmericaAfricaOceania.

Who are The Oak Ridge Financial Group, Inc.'s key employees and leadership?

Minus sign iconPlus sign icon

As of August 2026, The Oak Ridge Financial Group, Inc.'s key employees include:

  • Chief Executive Officer: L. Z.
  • Vice President - Investments: B. S.
  • Vice President , Institutional Sales: M. B.
  • Vice President Of Investments In The Private Client Services Group: M. W.
  • Vice President Of Investments: N. E.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.