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Peter Nielsen Reist

Oxford Financial Group, Ltd

Carmel, IN

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Current Employers
Oxford Financial Group, Ltd

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-08-22
FL RA APPROVED 2024-07-12
IL RA APPROVED 2024-07-10
MI RA APPROVED 2024-07-10
TX RA APPROVED 2017-01-01
IN RA APPROVED 2010-04-06
  • OH RA
    APPROVED
    Since 2024-08-22
  • FL RA
    APPROVED
    Since 2024-07-12
  • IL RA
    APPROVED
    Since 2024-07-10
  • MI RA
    APPROVED
    Since 2024-07-10
  • TX RA
    APPROVED
    Since 2017-01-01
  • IN RA
    APPROVED
    Since 2010-04-06

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
OrganizationCityStateFromTo
Oxford Financial Group, Ltd. Carmel IN 04/2010 Present
Previous Registrations
  • 2003-08-29 → 2010-04-05
    Ksm Capital Advisors, Llc
    Indianapolis, IN
Other Businesses

Peter Reist, CPA-Self Employed-1980-Receives Compensation for tax preparation, not investment related; Indiana Repertory Theatre-Board Member (Client Related).

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-05-02
  • S65 Uniform Investment Adviser Law Examination
    2003-05-02
Designations

View on SEC IAPD

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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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