Oxford Financial Group, Ltd

Oxford Financial Group, Ltd (CRD# 105303) is a financial advisory firm headquartered in Carmel, IN. They manage $18,201,054,484 in 6,270 accounts and serve the financial needs of clients across 25 states (or territories).

Current Firm Details
11711 North Meridian Street, Suite 600, Carmel, IN 46032
http://www.ofgltd.com
By the Numbers
  • Total Assets Under Management
    18,201
    MILLION
  • Total Number of Accounts
    6,270
    ACCOUNTS
  • Average Account Value
    $2,902,880
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, DC, DE, FL, GA, IL, IN, KY, LA, MA, MI, MN, MO, NC, NV, NY, OH, PA, SC, TN, TX, VA, WA, WI

Financial Advisors at Oxford Financial Group, Ltd
Showing 1 - 10 of 37 top financial advisors.
1
Kristina Baron, financial advisor Carmel IN
Kristina R. Baron
CRD#: 5276909
11711 N. Meridian Street, Suite 600, Carmel, IN 46032

Kristina Baron (CRD# 5276909) is an Investment Advisor Representative working at Oxford Financial Group, Ltd in Carmel, IN and has over 17 years of experience in the finance industry.

2
Jason Brinks, financial advisor Grand Rapids MI
Jason R. Brinks
CRD#: 3107035
85 Campau Avenue, Suite 200, Grand Rapids, MI 49503

Jason Brinks (CRD# 3107035) is an Investment Advisor Representative working at Oxford Financial Group, Ltd in Grand Rapids, MI and has over 25 years of experience in the finance industry.

3
Charles Carter, financial advisor Carmel IN
Charles R. Carter
CRD#: 6557071
11711 North Meridian Street, Suite 600, Carmel, IN 46032

Charles Carter (CRD# 6557071) is an Investment Advisor Representative working at Oxford Financial Group, Ltd in Carmel, IN and has over 8 years of experience in the finance industry.

4
Hannah Cash, financial advisor Carmel IN
Hannah J. Cash
CRD#: 6642711
11711 North Meridian Street, Suite 600, Carmel, IN 46032

Hannah Cash (CRD# 6642711) is an Investment Advisor Representative working at Oxford Financial Group, Ltd in Carmel, IN and has over 7 years of experience in the finance industry.

5
Laura Clark, financial advisor Carmel IN
Laura J. Clark
CRD#: 2268084
11711 North Meridian Street, Suite 600, Carmel, IN 46032

Laura Clark (CRD# 2268084) is an Investment Advisor Representative working at Oxford Financial Group, Ltd in Carmel, IN and has over 31 years of experience in the finance industry.

6
Charles Davis, financial advisor Carmel IN
Charles R. Davis
CRD#: 5441093
11711 N. Meridian Street, Suite 600, Carmel, IN 46032

Charles Davis (CRD# 5441093) is an Investment Advisor Representative working at Oxford Financial Group, Ltd in Carmel, IN and has over 16 years of experience in the finance industry.

7
Catherine Farley, financial advisor Carmel IN
Catherine E. Farley
CRD#: 2314911
11711 North Meridian Street, Suite 600, Carmel, IN 46032

Catherine Farley (CRD# 2314911) is an Investment Advisor Representative working at Oxford Financial Group, Ltd in Carmel, IN and has over 10 years of experience in the finance industry.

8
Daniel Ford, financial advisor Carmel IN
Daniel J. Ford
CRD#: 6882501
11711 North Meridian Street, Suite 600, Carmel, IN 46032

Daniel Ford (CRD# 6882501) is an Investment Advisor Representative working at Oxford Financial Group, Ltd in Carmel, IN and has 1 year of experience in the finance industry.

9
Richard Hall, financial advisor Carmel IN
Richard V. Hall
CRD#: 4773511
11711 North Meridian Street, Suite 600, Carmel, IN 46032

Richard Hall (CRD# 4773511) is an Investment Advisor Representative working at Oxford Financial Group, Ltd in Carmel, IN and has over 19 years of experience in the finance industry.

10
Cameron Johnson, financial advisor Carmel IN
Cameron R. Johnson
CRD#: 2600024
11711 North Meridian Street, Suite 600, Carmel, IN 46032

Cameron Johnson (CRD# 2600024) is an Investment Advisor Representative working at Oxford Financial Group, Ltd in Carmel, IN and has 1 year of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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