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Oxford Financial Group, Ltd CRD 105303
$23.3B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
11711 North Meridian Street Suite 600, Carmel, IN 46032 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-06-28 |
| IN | RA | APPROVED | 2019-01-02 |
| TX | RA | APPROVED | 2017-01-01 |
| MI | RA | APPROVED | 2011-01-20 |
Branch Locations
85 Campau Avenue Suite 200, Grand Rapids, MI 49503 • United States
11711 North Meridian Street Suite 600, Carmel, IN 46032 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oxford Financial Group, Ltd | Grand Rapids | MI | 01/2011 | Present |
Hall Street Investments, LLC, 5750 Hall St. Grand Rapids, MI 49546, Jason/Jodi joint owners, son owns 1% while he lives in it, 2022, Rental, single-family residence, 1-2 hours a month, 0 hrs during the trading day, It is an investment property with the hope of long term appreciation 860 Houseman LLC , 858/860 Houseman, Jason, co-owner with Tyler Bruin (50/50), 2024, Rental, duplex residential, 1-2 hrs per month, 0 hrs during trading day, Investment property, long term appreciation
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-02-19 |
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