Samantha Jean Nelson
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.Apr 2026 to now
- Edward JonesMay 2022 to Mar 2026
- The Bismarck TribuneJul 2020 to Apr 2022
- University of MissouriAug 2018 to Apr 2019
- The ManeaterAug 2017 to May 2018
- Precision Health GroupMay 2017 to Sep 2017
- Full-time StudentAug 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 7533641
- Firm CRD
- 42941