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Natalie Marie Bennett

Oxford Financial Group, Ltd

Carmel, IN

Grand Rapids, MI

CRD 4932897

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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:

Current Employers
Oxford Financial Group, Ltd

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-01-01
  • MI RA
    APPROVED
    Since 2025-01-01

Branch Locations

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

85 Campau Ave Nw #200, Grand Rapids, MI 49503 • 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
Robert W. Baird Holland MI 01/2005 06/2022
Oxford Financial Group, Ltd. Carmel IN 07/2022 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-02-25
  • S66 Uniform Combined State Law Examination
    2011-02-25
Other Names
  • Natalie Marie Furman
  • Natalie Marie Furman

View on SEC IAPD

Nearby Firms

VALIC FINANCIAL ADVISORS, INC.
OPPENHEIMER ASSET MANAGEMENT
ONEAMERICA SECURITIES, INC.

Nearby Investors

ADAM TREVOR BUNDAY
GARY MICHAEL BRIDWELL
DAKOTA A BUNDAY

Nearby Offices

VALIC FINANCIAL ADVISORS, INC. · CARMEL, IN
OPPENHEIMER ASSET MANAGEMENT · CARMEL, IN
ONEAMERICA SECURITIES, INC. · CARMEL, IN

More in Carmel, IN

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