OXFORD FINANCIAL GROUP, LTD. LLC

OXFORD FINANCIAL GROUP, LTD
CARMEL, Indiana·33 registered advisors·CRD# 105303
SEC# 801-206926317-843-5678
01

Firm Overview

AUM
$18.2B
Regulatory assets under management
Employees
150
Total firm employees
Advisors
33
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementRetirement PlanningWealth Management
04

Advisors at OXFORD FINANCIAL GROUP, LTD. LLC

33 registered advisors
Brendan Gr O'sullivan-Hale
CARMEL, Indiana
Brian D Copsey
CARMEL, Indiana
Bryan Dunnivant
CARMEL, Indiana
Catherine Elizabeth Farley
CARMEL, Indiana
Charles Richard Davis
CARMEL, Indiana
Daniel Joseph Ford
CARMEL, Indiana
Daniel Lee Fleck
CARMEL, Indiana
David Allen Graham
CARMEL, Indiana
David Lee Hecht
CARMEL, Indiana
Debora Ames Bennett
CARMEL, Indiana
Elizabeth Ann Schlueter
CARMEL, Indiana
Jarret D. Blum
CARMEL, Indiana
Jeffery Hal Stroman
CARMEL, Indiana
Jeffrey Hugh Thomasson
CARMEL, Indiana
Jennifer Lynne Emery
CARMEL, Indiana
John Paul Simmons
CARMEL, Indiana
Joseph Phillip Alerding
CARMEL, Indiana
Karen Hosbein Mersereau
CARMEL, Indiana
Kristina R Baron
CARMEL, Indiana
Marcos Nogues
CARMEL, Indiana
Mark Michael Green
CARMEL, Indiana
Matthew Frank Mohlman
CARMEL, Indiana
Melissa Breeze Krumm
CARMEL, Indiana
Michael Allen Rosen
CARMEL, Indiana
Michael Shannon Mchugh
CARMEL, Indiana
Nicholas Steven Klein
CARMEL, Indiana
Peter Nielsen Reist
CARMEL, Indiana
Robert Dale Ramsey
CARMEL, Indiana
Robert Louis Schaefer
CARMEL, Indiana
Robert Mead Twitchell
CARMEL, Indiana
Sue A. Mcmillen
CARMEL, Indiana
Terrence Michael Labant
CARMEL, Indiana
Timothy Maurice Dean
CARMEL, Indiana
05

Office Locations

CARMEL, Indiana
33 advisors

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Data sourced from SEC Form ADV filings. OXFORD FINANCIAL GROUP, LTD. LLC (CRD# 105303) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.