Advisor at The Oak Ridge Financial Services Group, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
The Oak Ridge Financial Services Group, Inc.
Location
Golden Valley, MN 55416-1089
Credentials
Series 63, Series 65
Industry experience
15 years
Amy Leuma is a financial advisor with The Oak Ridge Financial Services Group, Inc. in Golden Valley, MN. She holds Series 63 and Series 65 licenses and has 15 years of industry experience. Her prior work includes roles at Ameriprise Financial Services, Morgan Stanley, and Wells Fargo. The Oak Ridge Financial Services Group, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients. The firm offers managed accounts, access to third-party portfolio managers, and comprehensive financial plans, primarily managing accounts on a non-discretionary basis with periodic client reviews.
Based on The Oak Ridge Financial Services Group, Inc.
Financial planning fixed fees range from $500 to $3,000
0.25% to 2.25%, not to exceed 2.50% maximum cumulative fee
$150 to $350 per hour for financial planning services
Fee-only: Financial planning fixed fees ranging from $500 to $3,000; hourly fees from $150 to $350
701 Xenia Ave. South, Suite 100
Golden Valley, MN 55416-1089
Minnesota
The Oak Ridge Financial Services Group Inc
2026 - Present (1 year)
WEALTH ENHANCEMENT ADVISORY SERVICES
2025 - 2025 (1 year)
Wealth enhancement group
2025 - 2025 (1 year)
Wealth Enhancement Brokerage Services
2025 - 2025 (1 year)
UnEMPLOYED
2024 - 2025 (1 year)
Morgan Stanley
2023 - 2024 (1 year)
Wells Fargo
2022 - 2022 (1 year)
Ameriprise Financial Services, Inc.
2016 - 2023 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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