Oxford Financial Group, Ltd

Oxford Financial Group, Ltd (CRD# 105303) is a financial advisory firm headquartered in Carmel, IN. They manage $13,097,233,891 in 9,273 accounts and serve the financial needs of clients across 22 states (or territories).

By the Numbers
  • Total Assets Under Management
    13,097
    MILLION
  • Total Number of Accounts
    9,273
    ACCOUNTS
  • Average Account Value
    $1,412,405
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, DC, DE, FL, GA, IL, IN, KS, KY, LA, MI, MN, NC, NH, NY, OH, PA, SC, TN, TX, WI

Financial Advisors at Oxford Financial Group, Ltd
Showing 1 - 10 of 32 top financial advisors.
1
Seema J. Ackerman
CRD#: 5329223
980 North Michigan Avenue, Suite #1500, Chicago, IL 60611

Seema Ackerman (CRD# 5329223) is an Investment Advisor Representative working at Oxford Financial Group, Ltd in Chicago, IL and has over 13 years of experience in the finance industry.

2
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 13 years of experience in the finance industry.

3
Debora A. Bennett
CRD#: 2630054
11711 North Meridian Street, Suite 600, Carmel, IN 46032

Debora Bennett (CRD# 2630054) is an Investment Advisor Representative working at Oxford Financial Group, Ltd in Carmel, IN and has over 25 years of experience in the finance industry. Debora Bennett has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Jason R. Brinks
CRD#: 3107035
99 Monroe Avenue Northwest, 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 21 years of experience in the finance industry. Jason Brinks has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
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 5 years of experience in the finance industry.

6
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 28 years of experience in the finance industry.

7
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 13 years of experience in the finance industry.

8
Bryan Dunnivant
CRD#: 6701998
11711 North Meridian Street, Suite 600, Carmel, IN 46032

Bryan Dunnivant (CRD# 6701998) 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
Brian W. Dykstra
CRD#: 4001433
99 Monroe Avenue Nw, Suite 901, Grand Rapids, MI 49503

Brian Dykstra (CRD# 4001433) is an Investment Advisor Representative working at Oxford Financial Group, Ltd in Grand Rapids, MI and has over 20 years of experience in the finance industry. Brian Dykstra has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
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 6 years of experience in the finance industry.

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