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Kirsten Elizabeth Calambro

Oxford Planning Group, LLC

Woodstock, MD

CRD 7497389

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Employer firm

Oxford Planning Group, LLC CRD 286017

$113M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Oxford Planning Group, Llc

10713 B Birmingham Way, Woodstock, MD 21163 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2022-01-26
  • MD RA
    APPROVED
    Since 2022-01-26

Branch Locations

10713 B Birmingham Way, Woodstock, MD 21163 • 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
Oxford Planning Group Llc Woodstock MD 01/2019 Present
Student - James Madison University Harrisonburg VA 09/2014 12/2018
  • 01/2019 → Present
    Woodstock, MD
  • 09/2014 → 12/2018
    Student - James Madison University
    Harrisonburg, VA
Designations
  • Certified Financial Planner
Other Names
  • Kirsten Elizabeth Eddy

View on SEC IAPD

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