Michael Everett Larson

Employer firm

Oxford Financial Group, Ltd CRD 105303

$23.3B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2016 → 11/2021
  Oxford Financial Group, Ltd.
  Carmel, IN
• 11/2021 → 12/2022
  Spectrum Wealth Management
  Indianapolis, IN
• 01/2023 → Present
  Oxford Financial Group, Ltd
  Carmel, IN

Previous Registrations

• 2022-01-24 → 2022-12-12
  Spectrum Wealth Management
  Indianapolis, IN
• 2015-01-23 → 2016-04-06
  Charles Schwab & Co., Inc.
  Fishers (Indianapolis), IN
  Fishers (Indianapolis), IN
  Indianapolis, IN
  Fishers (Indianapolis), IN

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-01-24
• S66 Uniform Combined State Law Examination
  2015-01-23
• S63 Uniform Securities Agent State Law Examination
  2003-09-23

Designations

• Certified Financial Planner

Other Names

• Michael E Larson