Jeffrey Thomas Rathmanner
Investment adviser representative at The Oak Ridge Financial Services Group, Inc
33 yearsExperience
9 statesRegistered in
CFP® certificationDesignation
$668.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
33 years in the industry.
- The Oak Ridge Financial Services Group, Inc.May 2017 to now
- Bank of America, NADec 2009 to Apr 2017
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 1995 to Apr 2017
- Merrill LynchDec 1993 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 9 states (AZ, CO, FL, ID, IL, MN, OH, SC, WI).
The Oak Ridge Financial Services Group, Inc
$668.6MAssets managed
1,005Clients
34Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2665527
- Firm CRD
- 42941