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Kevin Coquillette

Oxford Financial Group, Ltd

Minneapolis, MN

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
FL RA APPROVED 2024-11-13
IN RA APPROVED 2024-11-07
MN RA APPROVED 2023-06-21
  • FL RA
    APPROVED
    Since 2024-11-13
  • IN RA
    APPROVED
    Since 2024-11-07
  • MN RA
    APPROVED
    Since 2023-06-21

Branch Locations

225 South Sixth Street Suite 2600, Minneapolis, MN 55402 • United States

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
Goldman Sachs & Co. New York NY 07/2015 05/2023
Oxford Financial Group, Ltd. Carmel IN 05/2023 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-21
S63 Uniform Securities Agent State Law Examination 2015-09-28
  • S65 Uniform Investment Adviser Law Examination
    2023-06-21
  • S63 Uniform Securities Agent State Law Examination
    2015-09-28
Other Names
  • Kevin Coquillette

View on SEC IAPD

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