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 21 - 30 of 37 top financial advisors.
21
Robert Twitchell, financial advisor Carmel IN
Robert M. Twitchell
CRD#: 4323593
11711 North Meridian Street, Suite 600, Carmel, IN 46032

Robert Twitchell (CRD# 4323593) is an Investment Advisor Representative working at Oxford Financial Group, Ltd in Carmel, IN and has over 23 years of experience in the finance industry.

22
Timothy Wittenbrook, financial advisor Cincinnati OH
Timothy E. Wittenbrook
CRD#: 1779926
221 East Fourth Street, Suite 2305, Cincinnati, OH 45202

Timothy Wittenbrook (CRD# 1779926) is an Investment Advisor Representative working at Oxford Financial Group, Ltd in Cincinnati, OH and has over 36 years of experience in the finance industry.

23
James Wright, financial advisor Carmel IN
James R. Wright
CRD#: 4534974
11711 North Meridian Street, Suite 600, Carmel, IN 46032

James Wright (CRD# 4534974) 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.

24
Jacquelyn Adoba, financial advisor Carmel IN
Jacquelyn Adoba
CRD#: 7495795
11711 North Meridian Street, Suite 600, Carmel, IN 46032

Jacquelyn Adoba (CRD# 7495795) is an Investment Advisor Representative working at Oxford Financial Group, Ltd in Carmel, IN and has 1 year of experience in the finance industry.

25
Dustin Brown, financial advisor Carmel IN
Dustin A. Brown
CRD#: 5058494
11711 North Meridian Street, Suite 600, Carmel, IN 46032

Dustin Brown (CRD# 5058494) is an Investment Advisor Representative working at Oxford Financial Group, Ltd in Carmel, IN and has over 3 years of experience in the finance industry.

26
Kevin Coquillette, financial advisor Carmel IN
Kevin Coquillette
CRD#: 6208811
11711 North Meridian Street, Suite 600, Carmel, IN 46032

Kevin Coquillette (CRD# 6208811) 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.

27
Jennifer Emery, financial advisor Carmel IN
Jennifer L. Emery
CRD#: 7559493
11711 North Meridian Street, Suite 600, Carmel, IN 46032

Jennifer Emery (CRD# 7559493) is an Investment Advisor Representative working at Oxford Financial Group, Ltd in Carmel, IN and has 1 year of experience in the finance industry.

28
Alec Finn, financial advisor Minneapolis MN
Alec L. Finn
CRD#: 7870844
225 South Sixth Street, Suite 2600, Minneapolis, MN 55402

Alec Finn (CRD# 7870844) is an Investment Advisor Representative working at Oxford Financial Group, Ltd in Minneapolis, MN and has 1 year of experience in the finance industry.

29
Barton Francis, financial advisor Palm Beach FL
Barton C. Francis
CRD#: 4520663
231 Royal Palm Way, Suite 301, Palm Beach, FL 33480

Barton Francis (CRD# 4520663) is an Investment Advisor Representative working at Oxford Financial Group, Ltd in Palm Beach, FL and has over 16 years of experience in the finance industry.

30
Carl Jackson, financial advisor New York NY
Carl S. Jackson
CRD#: 5675065
New York, NY

Carl Jackson (CRD# 5675065) is an Investment Advisor Representative working at Oxford Financial Group, Ltd in New York, NY 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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