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Robert Raymond Boucher

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

Golden Valley, MNCRD #1922849Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
34 yrs
Exams Passed
9

Professional summary

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

Robert Raymond Boucher is an investment adviser representative with The OAK Ridge Financial Services Group, Inc in Golden Valley, MN, where they have been registered since 2024. They have worked in the securities industry since 1992 and have been registered with 3 firms, including Lincoln Financial Advisors Corporation and Valic Financial Advisors, Inc. They have passed 9 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 24 (general securities principal). 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:
6 states and territories

Arizona, Florida, Iowa, Minnesota, Oregon, Virginia

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

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 4/7/2001
Series 63
Uniform Securities Agent State Law Examination
Passed 3/8/1989
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 1/30/2001
Series 22
Direct Participation Programs Representative Examination
Passed 11/28/1989
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 2/15/1989
Series 51
Municipal Fund Securities Principal Examination
Passed 3/21/2003
Series 24
General Securities Principal Examination
Passed 3/16/2001
Series 26
Investment Company Products/Variable Contracts Principal Examination
Passed 2/2/1995

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

THE OAK Ridge Financial Services Group, IncCurrent
4/29/2024 – Golden Valley, MN
Lincoln Financial Advisors Corporation
1/16/2014 – 4/29/2024Edina, MN
THE OAK Ridge Financial Services Group, Inc
4/26/2024 – 4/26/2024Golden Valley, MN
Valic Financial Advisors, Inc.
10/10/2001 – 11/16/2005Bloomington, 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. Lincoln Financial Advisors
    Aug 2010 – Apr 2024Edina, MN
  2. The Oak Ridge Financial Services Group, Inc.
    Apr 2024 – 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. Robert Raymond Boucher 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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