Oxford Financial Group, Ltd

Oxford Financial Group, Ltd (CRD# 105303) is a financial advisory firm headquartered in Carmel, IN. They manage $13,576,984,015 in 8,468 accounts and serve the financial needs of clients across 33 states (or territories).

By the Numbers
  • Total Assets Under Management
    13,577
    MILLION
  • 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
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.

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

Financial Advisors at Oxford Financial Group, Ltd
Showing 1 - 10 of 26 top financial advisors.
1
Debora A. Bennett
CRD#: 2630054
11711 North Meridian Street, Suite 600, Carmel, IN 46032
96
Wealthminder
score

Debora Bennett (CRD# 2630054) is an Investment Advisor Representative working at Oxford Financial Group, Ltd in Carmel, IN and has over 21 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.

2
Jason R. Brinks
CRD#: 3107035
55 Campau Avenue, Grand Rapids, MI 49503
96
Wealthminder
score

Jason Brinks (CRD# 3107035) is an Investment Advisor Representative working at Oxford Financial Group, Ltd in Grand Rapids, MI and has over 17 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.

3
Laura J. Clark
CRD#: 2268084
11711 N Meridian Street, Suite 600, Carmel, IN 46032
96
Wealthminder
score

Laura Clark (CRD# 2268084) is an Investment Advisor Representative working at Oxford Financial Group, Ltd in Carmel, IN and has over 24 years of experience in the finance industry.

4
Brian W. Dykstra
CRD#: 4001433
99 Monroe Avenue Nw, Suite 901, Grand Rapids, MI 49503
96
Wealthminder
score

Brian Dykstra (CRD# 4001433) is an Investment Advisor Representative working at Oxford Financial Group, Ltd in Grand Rapids, MI and has over 16 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.

5
Richard V. Hall
CRD#: 4773511
11711 N Meridian Street, Suite 600, Carmel, IN 46032
96
Wealthminder
score

Richard Hall (CRD# 4773511) is an Investment Advisor Representative working at Oxford Financial Group, Ltd in Carmel, IN and has over 12 years of experience in the finance industry. Richard Hall 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.

6
David L. Hecht
CRD#: 2704238
11711 North Meridian Street, Suite 600, Carmel, IN 46032
96
Wealthminder
score

David Hecht (CRD# 2704238) is an Investment Advisor Representative working at Oxford Financial Group, Ltd in Carmel, IN and has over 20 years of experience in the finance industry. David Hecht 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.

7
Karen H. Mersereau
CRD#: 4620840
11711 N Meridian Street, Suite 600, Carmel, IN 46032
96
Wealthminder
score

Karen Mersereau (CRD# 4620840) 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. Karen Mersereau 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.

8
Jeffrey H. Thomasson
CRD#: 1041291
11711 North Meridian Street, Suite 600, Carmel, IN 46032
96
Wealthminder
score

Jeffrey Thomasson (CRD# 1041291) is an Investment Advisor Representative working at Oxford Financial Group, Ltd in Carmel, IN and has over 34 years of experience in the finance industry. Jeffrey Thomasson 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.

9
Lorelei M. Tolson
CRD#: 2997799
11711 N. Meridian Street, Suite 600, Carmel, IN 46032
96
Wealthminder
score

Lorelei Tolson (CRD# 2997799) is an Investment Advisor Representative working at Oxford Financial Group, Ltd in Carmel, IN and has over 18 years of experience in the finance industry. Lorelei Tolson 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
Robert M. Twitchell
CRD#: 4323593
11711 N Meridian Street, Suite 600, Carmel, IN 46032
96
Wealthminder
score

Robert Twitchell (CRD# 4323593) is an Investment Advisor Representative working at Oxford Financial Group, Ltd in Carmel, IN and has over 15 years of experience in the finance industry.

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