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Oak Ridge Financial

Katie Trafton

Investment Advisor

Katie Trafton joined Oak Ridge Financial in October 2026.

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My entry into the world of finance began soon after graduating from the College of Saint Benedict. I worked as a budget counseling instructor and a credit reporting bureau agent before becoming a sales assistant in the investment industry. After 29 years, I finally made the move to Financial Advisor at Oak Ridge. What I love to do most is help my clients organize all of the pieces of their scattered financial sources into an easy-to-manage system.

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Outside of the office, I spend much of my time volunteering. I am a proud member of the Plymouth Lions Club, which has immersed me deeply in the non-profit world. I used to play and coach volleyball until my knees told me to stop. Now I love to relax at the cabin with my husband, Justin, and my dog, Molly

Phone

(763) 923-2223

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck