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 11 - 20 of 37 top financial advisors.
11
Kristen Kirkland, financial advisor Carmel IN
Kristen P. Kirkland
CRD#: 7021366
11711 N Meridian St Ste 600, Carmel, IN 46032

Kristen Kirkland (CRD# 7021366) 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.

12
Nicholas Klein, financial advisor Carmel IN
Nicholas S. Klein
CRD#: 5369448
11711 N. Meridian Street, Suite 600, Carmel, IN 46032

Nicholas Klein (CRD# 5369448) 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.

13
David Lewis, financial advisor Chicago IL
David M. Lewis
CRD#: 5564942
980 N Michigan Avenue, Suite 1500, Chicago, IL 60611

David Lewis (CRD# 5564942) is an Investment Advisor Representative working at Oxford Financial Group, Ltd in Chicago, IL and has 1 year of experience in the finance industry.

14
Karen Mersereau, financial advisor Carmel IN
Karen H. Mersereau
CRD#: 4620840
11711 North Meridian Street, Suite 600, Carmel, IN 46032

Karen Mersereau (CRD# 4620840) 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.

15
Jared Nishida, financial advisor Carmel IN
Jared A. Nishida
CRD#: 4537038
11711 North Meridian Street, Suite 600, Carmel, IN 46032

Jared Nishida (CRD# 4537038) 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.

16
Peter Reist, financial advisor Carmel IN
Peter N. Reist
CRD#: 4703846
11711 North Meridian Street, Suite 600, Carmel, IN 46032

Peter Reist (CRD# 4703846) 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.

17
Arthur Schlobohm, financial advisor Minneapolis MN
Arthur F. Schlobohm
CRD#: 2823935
225 South Sixth Street, Suite 2600, Minneapolis, MN 55402

Arthur Schlobohm (CRD# 2823935) is an Investment Advisor Representative working at Oxford Financial Group, Ltd in Minneapolis, MN and has over 22 years of experience in the finance industry.

18
Jeffery Stroman, financial advisor Carmel IN
Jeffery H. Stroman
CRD#: 1107272
11711 North Meridian Street, Suite 600, Carmel, IN 46032

Jeffery Stroman (CRD# 1107272) is an Investment Advisor Representative working at Oxford Financial Group, Ltd in Carmel, IN and has over 41 years of experience in the finance industry.

19
Jeffrey Thomasson, financial advisor Carmel IN
Jeffrey H. Thomasson
CRD#: 1041291
11711 North Meridian Street, Suite 600, Carmel, IN 46032

Jeffrey Thomasson (CRD# 1041291) is an Investment Advisor Representative working at Oxford Financial Group, Ltd in Carmel, IN and has over 41 years of experience in the finance industry.

20
Lorelei Tolson, financial advisor Carmel IN
Lorelei M. Tolson
CRD#: 2997799
11711 N. Meridian Street, Suite 600, Carmel, IN 46032

Lorelei Tolson (CRD# 2997799) is an Investment Advisor Representative working at Oxford Financial Group, Ltd in Carmel, IN and has over 26 years 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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