Unclaimed Profile

Melissa Breeze Krumm

OXFORD FINANCIAL GROUP, LTD. LLC·CARMEL, Indiana

SIE, Series 7, Series 7TO, Series 9, Series 10, Series 24, Series 52TO, Series 53, Series 66Clean record24 years registeredOXFORD FINANCIAL GROUP, LTD. LLC

11711 NORTH MERIDIAN STREET, CARMEL, IN 46032CRD# 4372017Firm CRD# 105303

Profile Verification

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

Identity

Melissa Breeze Krumm · CARMEL, IN

Registration

CRD #4372017 · OXFORD FINANCIAL GROUP, LTD. LLC · 24 years registered

Brand Profile

Not yet started

Career History

OXFORD FINANCIAL GROUP, LTD

Jan 2025 – present

SANCTUARY ADVISORS, LLC

Aug 2019 – Sep 2021

Indianapolis, IN

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Jul 2016 – Aug 2019

INDIANAPOLIS, IN

ONEAMERICA SECURITIES, INC.

Mar 2014 – Jun 2016

INDIANAPOLIS, IN

MORGAN STANLEY

Apr 2013 – Jan 2014

INDIANAPOLIS, IN

ONEAMERICA SECURITIES, INC.

Jul 2009 – Apr 2013

INDIANAPOLIS, IN

AMERIPRISE FINANCIAL SERVICES, INC.

Apr 2008 – Apr 2009

INDIANAPOLIS, IN

NEW ENGLAND SECURITIES CORPORATION

Jan 2008 – Apr 2008

INDIANAPOLIS, IN

NORTON CAPITAL MANAGEMENT, INC.

Mar 2002 – Aug 2006

NORFOLK, VA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 9

Series 10

Series 24

Series 52TO

Series 53

Series 66

Registration record

First registered · March 13, 2002

Years registered · 24

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 Melissa Breeze Krumm offer?

Melissa Breeze Krumm specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in CARMEL, Indiana for a consultation.

What are Melissa Breeze Krumm's credentials?

Melissa Breeze Krumm is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Melissa Breeze Krumm located?

Melissa Breeze Krumm 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 Melissa Breeze Krumm charge for services?

Melissa Breeze Krumm'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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