Larissa Marie Pettit stentz
Investment adviser representative at The Oak Ridge Financial Services Group, Inc
28 yearsExperience
15 statesRegistered in
$668.6MFirm assets
11 yearsFirm in business
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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
28 years in the industry.
- The Oak Ridge Financial Services Group, Inc.May 2008 to now
- UBS Financial Services Inc.Aug 2006 to now
- Piper Jaffray Inc.Feb 1998 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 15 states (AR, AZ, CA, CO, FL, HI, IL, MN, NC, NV, OR, SD, TX, WA, 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
- 2785073
- Firm CRD
- 42941