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Derek Scott McCready

Investment Adviser Representative at THE OAK Ridge Financial Services Group, Inc

Golden Valley, MNCRD #8160186Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
1 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Derek Scott McCready is an investment adviser representative with The OAK Ridge Financial Services Group, Inc in Golden Valley, MN, where they have been registered since 2026. They have worked in the securities industry since 2025 and were previously registered with LPL Enterprise, LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Minnesota.

Office

701 Xenia Avenue South, Suite 100
Golden Valley, MN 55416-1089

Advisors at this office: 19

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Minnesota
Broker:
2 states and territories

Iowa, Minnesota

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 10/23/2025
Series 7
General Securities Representative Examination
Passed 9/27/2025
SIE
Securities Industry Essentials Examination
Passed 8/30/2025

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

THE OAK Ridge Financial Services Group, IncCurrent
3/2/2026 – Golden Valley, MN
LPL Enterprise, LLC
10/23/2025 – 3/9/2026St. Louis Park, MN

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Teachers on Call - A Kelly Education Company
    Sep 2025 – Nov 2025Bloomington, MN
  2. Ankeny Community School District
    Aug 2023 – Aug 2025Ankeny, IA
  3. YMCA - Wellmark
    Jun 2024 – Aug 2024Des Moines, IA
  4. Southview Middle School
    Aug 2024 – Oct 2024Ankeny, IA
  5. Southview Middle School
    Dec 2023 – May 2025Ankeny, IA
  6. Central DeWitt Community School District
    Aug 2022 – Aug 2023DeWitt, IA
  7. Central DeWitt Community School District
    May 2022 – Jul 2023DeWitt, IA
  8. Dubuque Community School District
    Aug 2020 – May 2022Dubuque, IA
  9. Shullsburg School District
    Mar 2022 – May 2022Shullsburg, WI
  10. Dick's Sporting Goods
    Jul 2020 – Dec 2020Dubuque, IA
  11. City of St. Charles
    May 2014 – Aug 2018St. Charles, MN
  12. Luther College
    Aug 2016 – May 2020Decorah, IA
  13. Loras College
    Jun 2020 – May 2022Dubuque, IA
  14. Plasticert
    Jun 2019 – May 2020Lewiston, MN
  15. LPL Enterprise LLC
    Sep 2025 – Feb 2026St. Louis Park, MN
  16. The Oak Ridge Financial Services Group Inc
    Mar 2026 – no end date reportedGolden Valley, MN

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About THE OAK Ridge Financial Services Group, Inc

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthCharitable OrganizationsCorporations

Firm assets under management

$500M–$1B

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
33
Offices listed on AdvisorFinder:
2
Main office:
Golden Valley, MN
SEC file number:
801-80809

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of December 23, 2025

View full firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Derek Scott McCready has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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