Unclaimed Profile

Robert Dale Ramsey

OXFORD FINANCIAL GROUP, LTD. LLC·CARMEL, Indiana

Series 30Clean record5 years registeredOXFORD FINANCIAL GROUP, LTD. LLC

11711 NORTH MERIDIAN STREET, CARMEL, IN 46032CRD# 7348287Firm CRD# 105303

Profile Verification

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

Identity

Robert Dale Ramsey · CARMEL, IN

Registration

CRD #7348287 · OXFORD FINANCIAL GROUP, LTD. LLC · 5 years registered

Brand Profile

Not yet started

Career History

OXFORD FINANCIAL GROUP, LTD

Mar 2021 – present

Registrations & Exams

FINRA examinations passed

Series 30

Registration record

First registered · March 19, 2021

Years registered · 5

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 Robert Dale Ramsey offer?

Robert Dale Ramsey specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in CARMEL, Indiana for a consultation.

What are Robert Dale Ramsey's credentials?

Robert Dale Ramsey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Dale Ramsey located?

Robert Dale Ramsey 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 Robert Dale Ramsey charge for services?

Robert Dale Ramsey'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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