Unclaimed Profile

Robert Mead Twitchell

OXFORD FINANCIAL GROUP, LTD·CARMEL, Indiana

Series 7, Series 63, Series 65Clean record22 years registeredOXFORD FINANCIAL GROUP, LTD

11711 N MERIDIAN STREET, CARMEL, IN 46032CRD# 4323593Firm CRD# 105303

Profile Verification

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

Identity

Robert Mead Twitchell · CARMEL, IN

Registration

CRD #4323593 · OXFORD FINANCIAL GROUP, LTD · 22 years registered

Brand Profile

Not yet started

Career History

OXFORD FINANCIAL GROUP, LTD

Nov 2009 – present

J.P. MORGAN ASSET MANAGEMENT

Nov 2003 – May 2009

NEW YORK, NY

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · November 21, 2003

Years registered · 22

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 Mead Twitchell offer?

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

What are Robert Mead Twitchell's credentials?

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

Where is Robert Mead Twitchell located?

Robert Mead Twitchell 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 Robert Mead Twitchell charge for services?

Robert Mead Twitchell'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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