Dustin Anthony Brown

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

• 05/2013 → 12/2017
  Jp Morgan Private Bank
  Indianapolis, IN
• 01/2018 → 10/2019
  Oxford Financial Group, Ltd
  Carmel, IN
• 10/2019 → 07/2020
  Unemployed
  Carmel, IN
• 07/2020 → 11/2020
  Equitable Advisors, Llc
  New York, NY
• 02/2016 → 02/2018
  Crust Pizzeria Napoletana
  Carmel, IN
• 11/2020 → Present
  Oxford Financial Group, Ltd
  Carmel, IN

Previous Registrations

• 2020-09-25 → 2020-11-03
  Equitable Advisors, Llc
  Carmel, IN
• 2007-10-31 → 2009-07-08
  Wells Fargo Clearing Services, Llc
  Indianapolis, IN
• 2006-04-13 → 2007-08-13
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Indianapolis, IN

Exams

• S66 Uniform Combined State Law Examination
  2020-09-05

Other Names

• Dustin A Brown
• Dustin Brown