Inactive

Melia Breeze Krumm

Oxford Financial Group, Ltd

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Current Employers

Oxford Financial Group, Ltd

11711 North Meridian Street Suite 600, Carmel, IN 46032 • United States

Current Registrations

Authority	Category	Status	Date
IN	RA	APPROVED	2025-01-15

IN RA
APPROVED

Since 2025-01-15

Branch Locations

11711 North Meridian Street Suite 600, Carmel, IN 46032 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Indianapolis	IN	06/2016	08/2019
Oxford Financial Group, Ltd	Carmel	IN	11/2024	Present
Sanctuary Wealth	Carmel	IN	08/2019	09/2021
Unemployment	Carmel	IN	09/2021	12/2021
Aca Compliance	Carmel	IN	01/2022	05/2024
Baker Hill	Carmel	IN	05/2024	10/2024

06/2016 → 08/2019

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Indianapolis, IN
11/2024 → Present

Oxford Financial Group, Ltd

Carmel, IN
08/2019 → 09/2021

Sanctuary Wealth

Carmel, IN
09/2021 → 12/2021

Unemployment

Carmel, IN
01/2022 → 05/2024

Aca Compliance

Carmel, IN
05/2024 → 10/2024

Baker Hill

Carmel, IN

Previous Registrations

2019-08-28 → 2021-09-03

Sanctuary Advisors, Llc

Miami, FL

Indianapolis, IN
2016-07-01 → 2019-08-23

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Indianapolis, IN

Indianapolis, IN

Indianapolis, IN

Indianapolis, IN

New York, NY
2014-03-06 → 2016-06-24

Oneamerica Securities, Inc.

Indianapolis, IN
2013-04-05 → 2014-01-31

Morgan Stanley

Indianapolis, IN
2009-07-24 → 2013-04-09

Oneamerica Securities, Inc.

Indianapolis, IN
2008-04-17 → 2009-04-15

Ameriprise Financial Services, Llc

Indianapolis, IN
2008-01-14 → 2008-04-09

New England Securities

Indianapolis, IN
2002-03-13 → 2006-08-31

Norton Capital Management, Inc.

Norfolk, VA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2002-02-25

S66 Uniform Combined State Law Examination

2002-02-25

Other Names

M Breeze Aikey
Melissa Breeze Aikey
M. Breeze Krumm
Melissa Breeze Krumm

View on SEC IAPD

Other Firms

VALIC FINANCIAL ADVISORS, INC.

OPPENHEIMER ASSET MANAGEMENT

ONEAMERICA SECURITIES, INC.

LPL FINANCIAL LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

WILLIAMSON LEGACY GROUP, LLC

Other Investors

ADAM TREVOR BUNDAY

GARY MICHAEL BRIDWELL

DAKOTA A BUNDAY

CHRISTOPHER JOHN ROUTT

DAVID STEWART LANE WEIR

CATHERINE HARSTICK

BRYAN DAVID KLEMM

TODD ALAN BIEBERICH

Other Offices

VALIC FINANCIAL ADVISORS, INC. · CARMEL, IN

OPPENHEIMER ASSET MANAGEMENT · CARMEL, IN

ONEAMERICA SECURITIES, INC. · CARMEL, IN

LPL FINANCIAL LLC · CARMEL, IN

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Carmel, IN

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · CARMEL, IN

STATE FARM INVESTMENT MANAGEMENT CORP. · Carmel, IN

WILLIAMSON LEGACY GROUP, LLC · Carmel, IN

More in Carmel, IN

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