Unclaimed Profile

Jeffery Hal Stroman

OXFORD FINANCIAL GROUP, LTD·CARMEL, Indiana

Series 2, Series 7, Series 8, Series 22, Series 6327 years registeredOXFORD FINANCIAL GROUP, LTD

11711 NORTH MERIDIAN STREET, CARMEL, IN 46032CRD# 1107272Firm CRD# 105303

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffery Hal Stroman · CARMEL, IN

Registration

CRD #1107272 · OXFORD FINANCIAL GROUP, LTD · 27 years registered

Brand Profile

Not yet started

Career History

OXFORD FINANCIAL GROUP, LTD

Feb 1999 – present

CROWE WEALTH MANAGEMENT, LLC

May 2003 – Jan 2011

CARMEL, IN

OLIVE OXFORD OFFICE LLC

Nov 2002 – Oct 2006

CARMEL, IN

Registrations & Exams

FINRA examinations passed

Series 2

Series 7

Series 8

Series 22

Series 63

Registration record

First registered · February 1, 1999

Years registered · 27

Disclosure History

2011Customer Dispute·Pending

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

OXFORD FINANCIAL GROUP, LTD. LLC

CRD 105303 · SEC 801-20692

AUM

$18.2B

Regulatory assets under management

Employees

150

6,270 client accounts

Services offered by OXFORD FINANCIAL GROUP, LTD. LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at OXFORD FINANCIAL GROUP, LTD. LLC →

Introduction

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Frequently Asked Questions

What services does Jeffery Hal Stroman offer?

Jeffery Hal Stroman specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in CARMEL, Indiana for a consultation.

What are Jeffery Hal Stroman's credentials?

Jeffery Hal Stroman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffery Hal Stroman located?

Jeffery Hal Stroman is based in CARMEL, Indiana, working with OXFORD FINANCIAL GROUP, LTD. Their office serves clients in the CARMEL metropolitan area and surrounding communities.

How does Jeffery Hal Stroman charge for services?

Jeffery Hal Stroman's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is OXFORD FINANCIAL GROUP, LTD?

OXFORD FINANCIAL GROUP, LTD has approximately 150 employees and manages $18.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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