Erle Bean Savage
Investment adviser representative at The Oak Ridge Financial Services Group, Inc
17 yearsExperience
5 statesRegistered in
$668.6MFirm assets
11 yearsFirm in business
Are you Erle Bean Savage? Claim your profile
Contact this firm
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
17 years in the industry.
- The Oak Ridge Financial Services Group, Inc.Sep 2023 to now
- Regan Investments, Inc.May 2009 to now
Exams passed
- Series 66 · Uniform Combined State Law2002
- Series 65 · Uniform Investment Adviser Law2013
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 5 states (MN, OR, 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
- 4480454
- Firm CRD
- 42941