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Jeffery Hal Stroman

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 1999-02-01
  • IN RA
    APPROVED
    Since 1999-02-01

Branch Locations

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Oxford Financial Group, Ltd Carmel IN 10/1988 Present
Previous Registrations
  • 2003-05-27 → 2011-01-19
    Crowe Wealth Management, Llc
    Carmel, IN
  • 2002-11-01 → 2006-10-02
    Olive Oxford Office Llc
    Carmel, IN
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1983-01-14
  • S63 Uniform Securities Agent State Law Examination
    1983-01-14
Other Names
  • Jeffery Hal Stroman
  • Jeff Stroman

View on SEC IAPD

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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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