JR
CFP
Jeffrey Thomas Rathmanner
30 Years of Experience
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
31 advisors
Number of Clients
1,501 clients
Average Client Portfolio
$304K average
Assets Under Management
$456.4M
Fee Structure
Minimum Investment:None
Financial Plan Fee:$500 - $3,000
Hourly Rate:$150 - $350/hr
Oak Ridge charges advisory fees that vary from 0.25% to 2.25% on managed assets, not to exceed a cumulative fee of 2.50%. Fees can be charged monthly or quarterly in advance or in arrears. Financial planning is offered on both a fixed fee and an hourly fee basis. Fixed fees range from $500 to $3,000. Hourly fees range from $150 to $350.
Areas of Practice
Investment ManagementFinancial Planning & Coaching
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Advisor Information
Office location
701 Xenia Ave. South, Suite 100, Golden Valley, MN, 55416-1089
Get directionsRegulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2003Closed-No Action
Other Business Activities
Jeffrey serves as a trustee for a trust under will since 2006. He spends minimal time on this personal fiduciary role.
Employment History
Current Registrations
The Oak Ridge Financial Services Group, INC. Broker
May 2017 - Present · 8 yrs 8 mos
The Oak Ridge Financial Services Group, INC
May 2017 - Present · 8 yrs 8 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2005 - April 2017 · 11 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
October 1995 - April 2017 · 21 yrs 6 mos
State Registrations13 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.