Kathleen Kuehl, financial advisor Carmel IN
90 score

Kathleen Kuehl

CRD Number: 5922919
Current Firm: Oxford Financial Group, Ltd

Kathleen Kuehl (CRD# 5922919) is an Investment Advisor Representative working at Oxford Financial Group, Ltd in Carmel, IN and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Oxford Financial Group, Ltd. Minneapolis, MN Sep 2011 - Current 5
J.p. Morgan Securities LLC Minneapolis, MN May 2011 - Sep 2011 < 1
Jpmorgan Chase Bank Minneapolis, MN Apr 2011 - Sep 2011 < 1
Lowry Hill Minneapolis, MN May 2000 - Apr 2011 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2011
S65 NASAA Investment Advisors Law Examination Apr 2012
Contact Info for Kathleen L. Kuehl
Phone Number: 317-843-5678
Firm Website: http://www.ofgltd.com
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    13,577
    MILLIONS
  • Total Number of Accounts
    8,468
    ACCOUNTS
  • Average Account Value
    $1,603,328
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

AL, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KY, LA, MD, MI, MN, MO, MS, MT, NC, NH, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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