Adviser and broker representative · The Oak Ridge Financial Services Group, Inc.
Jeffrey T. Rathmanner
CRD 2665527 · Golden Valley, MN
At a glance
Jeffrey T. Rathmanner is an investment adviser representative with The Oak Ridge Financial Services Group, Inc. in Golden Valley, MN, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jeffrey’s SEC record dates to 2005, about 21 years ago. Jeffrey is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firm
- The Oak Ridge Financial Services Group, Inc.Since May 2017Golden Valley, MN · $669M in regulatory assets
SEC adviser record
- Registered since
- 2005 (21 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 65
- Registered in
- 9 states
- Also a broker representative
- Yes
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Jeffrey’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.