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Inactive

Terilyn Schwartz

Oxford Financial Group, Ltd

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
IN RA APPROVED 2022-05-19
  • IN RA
    APPROVED
    Since 2022-05-19

Branch Locations

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
Northwestern Mutual Investment Services Llc Columbus IN 04/2014 04/2022
Matthew Carothers Columbus IN 04/2014 04/2022
Northwestern Mutual Investment Services, Llc Columbus IN 09/2014 04/2022
Oxford Financial Group, Ltd. Carmel IN 05/2022 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-06-17
  • S66 Uniform Combined State Law Examination
    2014-06-17
Designations

View on SEC IAPD

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ADAM TREVOR BUNDAY
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DAVID STEWART LANE WEIR
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BRYAN DAVID KLEMM
TODD ALAN BIEBERICH

Other Offices

VALIC FINANCIAL ADVISORS, INC. · CARMEL, IN
OPPENHEIMER ASSET MANAGEMENT · CARMEL, IN
ONEAMERICA SECURITIES, INC. · CARMEL, IN
LPL FINANCIAL LLC · CARMEL, IN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Carmel, IN
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · CARMEL, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Carmel, IN
WILLIAMSON LEGACY GROUP, LLC · Carmel, IN

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