Christian Graham Nallenweg

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

• 06/2011 → 11/2016
  Angie's List
  Indianapolis, IN
• 12/2016 → 07/2020
  Charles Schwab & Co., Inc.
  Indianapolis, IN
• 06/2018 → 03/2020
  Schwab Private Client Investment Advisory
  Indianapolis, IN
• 04/2022 → Present
  Oxford Financial Group, Ltd.
  Carmel, IN
• 07/2020 → 04/2022
  Nallenweg Financial, Llc
  Indianapolis, IN

Previous Registrations

• 2017-10-03 → 2020-07-29
  Charles Schwab & Co., Inc.
  Indianapolis, IN
• 2018-06-29 → 2020-03-26
  Schwab Wealth Advisory, Inc.
  Indianapolis, IN
• 2009-07-24 → 2011-06-28
  Chase Investment Services Corp.
  Indianapolis, IN
• 2008-05-14 → 2009-07-23
  Mml Investors Services, Llc
  Indianapolis, IN
• 2007-02-27 → 2008-04-07
  Ameriprise Financial Services, Llc
  Indianapolis, IN
  Indianapolis, IN

Exams

• S66 Uniform Combined State Law Examination
  2017-09-29
• S63 Uniform Securities Agent State Law Examination
  2017-06-08

Designations

• Certified Financial Planner