Unclaimed Profile

Jeffrey Hugh Thomasson

OXFORD FINANCIAL GROUP, LTD. LLC·CARMEL, Indiana

Series 6, Series 22, Series 63Clean record27 years registeredOXFORD FINANCIAL GROUP, LTD. LLC

11711 NORTH MERIDIAN STREET, CARMEL, IN 46032CRD# 1041291Firm CRD# 105303

Profile Verification

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

Identity

Jeffrey Hugh Thomasson · CARMEL, IN

Registration

CRD #1041291 · OXFORD FINANCIAL GROUP, LTD. LLC · 27 years registered

Brand Profile

Not yet started

Career History

OXFORD FINANCIAL GROUP, LTD

Apr 1999 – present

OLIVE OXFORD OFFICE LLC

Aug 2002 – Oct 2006

CARMEL, IN

Registrations & Exams

FINRA examinations passed

Series 6

Series 22

Series 63

Registration record

First registered · April 5, 1999

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

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 Jeffrey Hugh Thomasson offer?

Jeffrey Hugh Thomasson specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in CARMEL, Indiana for a consultation.

What are Jeffrey Hugh Thomasson's credentials?

Jeffrey Hugh Thomasson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Hugh Thomasson located?

Jeffrey Hugh Thomasson is based in CARMEL, Indiana, working with OXFORD FINANCIAL GROUP, LTD. LLC. Their office serves clients in the CARMEL metropolitan area and surrounding communities.

How does Jeffrey Hugh Thomasson charge for services?

Jeffrey Hugh Thomasson'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. LLC?

OXFORD FINANCIAL GROUP, LTD. LLC 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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