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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 |
|---|---|---|---|
| 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 |
Branch Locations
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. | Carmel | IN | 04/2010 | Present |
Peter Reist, CPA-Self Employed-1980-Receives Compensation for tax preparation, not investment related; Indiana Repertory Theatre-Board Member (Client Related).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-05-02 |
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