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

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  • United States Of America
    121
  • Canada
    2

Africa
1

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  • Nigeria
    1

Oceania
1

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  • Australia
    1

The Oak Ridge Financial Group, Inc.'s Leadership

  • Stylized image of a person
    L. Z.
    Chief Executive Officer
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  • Stylized image of a person
    B. S.
    Vice President - Investments
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    M. B.
    Vice President , Institutional Sales
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  • Stylized image of a person
    M. W.
    Vice President Of Investments In The Private Client Services Group
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  • Stylized image of a person
    N. E.
    Vice President Of Investments
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  • Stylized image of a person
    L. D.
    Director, Senior Engineer, Owner
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  • Stylized image of a person
    D. D.
    Partner
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  • Stylized image of a person
    L. N.
    Executive Vice President & Chief Financial Officer
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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
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    H. H.
    Director Of Client Services
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    Apr 14, 2026
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    J. M.
    Director Of Customer Care Operations
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    Oct 21, 2024
  • Stylized image of a person
    A. L.
    Client Services Manager
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    Apr 14, 2026
  • Stylized image of a person
    A. B.
    Wealth Manager
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    Oct 16, 2024
  • Stylized image of a person
    B. P.
    Branch Manager
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    Oct 17, 2024
  • Stylized image of a person
    M. E.
    Wealth Manager
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    Oct 22, 2024
  • Stylized image of a person
    S. D.
    Equity Capital Market Analyst
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    Apr 16, 2026
  • Stylized image of a person
    W. A.
    Financial Advisor
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    Jun 27, 2026
  • Stylized image of a person
    T. K.
    Financial Advisor
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    Aug 05, 2026
  • Stylized image of a person
    A. O.
    Private Client Services
    Phone icon
    Oct 18, 2024

Frequently Asked Questions

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

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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?

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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?

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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?

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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.

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