Amy M Leuma
Investment adviser representative at The Oak Ridge Financial Services Group, Inc
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- The Oak Ridge Financial Services Group, Inc.Feb 2026 to now
- Wealth Enhancement Advisory ServicesMay 2025 to Dec 2025
- Wealth Enhancement Brokerage ServicesMay 2025 to Dec 2025
- Wealth Enhancement GroupMay 2025 to Dec 2025
- UnemployedNov 2024 to Apr 2025
- Morgan StanleyMay 2023 to Oct 2024
- Wells FargoAug 2022 to Oct 2022
- Ameriprise Financial Services, Inc.Apr 2016 to Feb 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 4953940
- Firm CRD
- 42941