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 31 - 37 of 37 top financial advisors.
31
Zachary Littleton, financial advisor Grand Rapids MI
Zachary S. Littleton
CRD#: 5295870
85 Campau Avenue Northwest, Suite 200, Grand Rapids, MI 49503

Zachary Littleton (CRD# 5295870) 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.

32
Robert Ramsey, financial advisor Carmel IN
Robert D. Ramsey
CRD#: 7348287
11711 North Meridian Street, Suite 600, Carmel, IN 46032

Robert Ramsey (CRD# 7348287) is an Investment Advisor Representative working at Oxford Financial Group, Ltd in Carmel, IN and has 1 year of experience in the finance industry.

33
Michelle Reichert, financial advisor Carmel IN
Michelle A. Reichert
CRD#: 4537603
11711 North Meridian Street, Suite 600, Carmel, IN 46032

Michelle Reichert (CRD# 4537603) is an Investment Advisor Representative working at Oxford Financial Group, Ltd in Carmel, IN and has over 19 years of experience in the finance industry.

34
Henry Rosser, financial advisor Carmel IN
Henry T. Rosser
CRD#: 7892106
11711 North Meridian Street, Suite 600, Carmel, IN 46032

Henry Rosser (CRD# 7892106) is an Investment Advisor Representative working at Oxford Financial Group, Ltd in Carmel, IN and has 1 year of experience in the finance industry.

35
Josiah Sears, financial advisor Carmel IN
Josiah P. Sears
CRD#: 7309300
11711 North Meridian Street, Suite 600, Carmel, IN 46032

Josiah Sears (CRD# 7309300) 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.

36
Ryan Shidler, financial advisor Carmel IN
Ryan T. Shidler
CRD#: 7315543
11711 North Meridian Street, Suite 600, Carmel, IN 46032

Ryan Shidler (CRD# 7315543) is an Investment Advisor Representative working at Oxford Financial Group, Ltd in Carmel, IN and has 1 year of experience in the finance industry.

37
Robert Webb, financial advisor Carmel IN
Robert L. Webb
CRD#: 7345254
11711 North Meridian Street, Suite 600, Carmel, IN 46032

Robert Webb (CRD# 7345254) is an Investment Advisor Representative working at Oxford Financial Group, Ltd in Carmel, IN 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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