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Sue A. Mcmillen

OXFORD FINANCIAL GROUP, LTD. LLC·CARMEL, Indiana
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11711 NORTH MERIDIAN STREET, CARMEL, IN 46032CRD# 5895846Firm CRD# 105303
01

About

Sue A. Mcmillen is a registered financial advisor based in CARMEL, Indiana, affiliated with OXFORD FINANCIAL GROUP, LTD. LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
OXFORD FINANCIAL GROUP, LTD. LLC
OXFORD FINANCIAL GROUP, LTD
AUM
$18.2B
Regulatory assets under management
Employees
150
Total firm employees
View all advisors at OXFORD FINANCIAL GROUP, LTD. LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5895846
Firm CRD# 105303
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Sue A. Mcmillen offer?
Sue A. Mcmillen specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in CARMEL, Indiana for a consultation.
What are Sue A. Mcmillen's credentials?
Sue A. Mcmillen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sue A. Mcmillen located?
Sue A. Mcmillen 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 Sue A. Mcmillen charge for services?
Sue A. Mcmillen'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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Nearby cities in Indiana
INDIANAPOLIS (397)FORT WAYNE (127)EVANSVILLE (41)SOUTH BEND (37)GOSHEN (32)
City Guides
INDIANAPOLIS GuideFORT WAYNE GuideEVANSVILLE GuideSOUTH BEND GuideGOSHEN Guide
Research
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