Stifel, Nicolaus & Company
46yrs
Top advisor by experience in Golden Valley
26yrs
Daniel Steffes
Full name on record: Daniel Wayne Steffes
Financial advisor at The Oak Ridge Financial Services Group
Based in Golden Valley, Minnesota, Daniel Steffes is a fiduciary financial advisor with 26 years of industry experience. Daniel has been with The Oak Ridge Financial Services Group since 2023; before that, Daniel spent four years at Hilltop Securities and ten years at Ameriprise Financial Services. The Oak Ridge Financial Services Group offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets, hourly fees, and flat fees.
One of 148 advisors with offices in Golden Valley, and one of 136 fiduciaries.
At a glance
Experience26 years (since 2000)
How that compares ?Top 25% by experience in Minnesota
Office701 Xenia Ave. South, Suite 100, Golden Valley, MN 55416
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$663,261
Advisors at the firm34
States licensed ?1 state
Services through The Oak Ridge Financial Services Group
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2023 – nowThe Oak Ridge Financial Services Group, Inc.Current firm
- 2019 – 2023Hilltop Securities Inc.Previously
- 2009 – 2019Ameriprise Financial Services, LLCPreviously
- 2003 – 2009Ameriprise Advisor Services, Inc.Previously
Contact Daniel
Local office(763) 923-2200Ask for Daniel. (763) 923-2270Main office 701 Xenia Ave. South, Suite 100Golden Valley, MN 55416Office · Get directions Firm websitewww.oakridgefinancial.com
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Daniel
How do I contact Daniel?
Call Daniel’s local office at (763) 923-2200 or the The Oak Ridge Financial Services Group main office at (763) 923-2270, and ask for Daniel Steffes.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2000, about 26 years. Top 25% by experience in Minnesota.
What licenses does Daniel hold?
Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
The Oak Ridge Financial Services Group reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Daniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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