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
Credentials
Series 63, Series 65
Industry experience
40 years
Peter King is a financial advisor with The Oak Ridge Financial Services Group, Inc., holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He previously worked at Colliers Securities LLC for 14 years before joining Oak Ridge in 2022. The Oak Ridge Financial Services Group, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, offering managed accounts and access to third-party portfolio managers. The firm emphasizes client involvement in portfolio decisions and conducts custody and trade execution through RBC Clearing & Custody.
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 Avenue S Ste 100
Golden Valley, MN 55416
California · Florida · Illinois · Minnesota · North Carolina · Texas · Wisconsin
The Oak Ridge Financial Services Group, Inc.
2022 - Present (4 years)
Colliers Securities LLC
2008 - 2022 (14 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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