Samantha Jean Nelson
Investment Adviser Representative at THE OAK Ridge Financial Services Group, Inc
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Samantha Jean Nelson 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 2024 and were previously registered with Edward Jones. 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
Advisors at this office: 19
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Minnesota
- Broker:
1 state or territory
Minnesota
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Edward JonesMay 2022 – Mar 2026Roseville, MN
- The Bismarck TribuneJul 2020 – Apr 2022Bismarck, ND
- University of MissouriAug 2018 – Apr 2019Columbia, MO
- Precision Health GroupMay 2017 – Sep 2017Bridgeton, MO
- Full-time studentAug 2016 – May 2020Columbia, MO
- The ManeaterAug 2017 – May 2018Columbia, MO
- The Oak Ridge Financial Services GroupApr 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
Client types the firm serves
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 profileOther advisors at THE OAK Ridge Financial Services Group, Inc
Showing 12 of 33 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Samantha Jean Nelson 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.
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