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Ashlee Danette Walton

Oxford Financial Group, Ltd

Cincinnati, OH

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
OH RA APPROVED 2026-08-03
IN RA APPROVED 2026-04-16
  • OH RA
    APPROVED
    Since 2026-08-03
  • IN RA
    APPROVED
    Since 2026-04-16

Branch Locations

221 East Fourth Street Suite 2305, Cincinnati, OH 45202 • 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
Buckingham & Company Dayton OH 07/2013 12/2021
James Investment Research, Inc. Xenia OH 01/2022 09/2022
Alps Distributors, Inc, Denver CO 09/2022 01/2024
Goldstone Financial Group, Llc Oakbrook Terrace IL 02/2024 03/2026
Oxford Financial Group, Ltd Cincinnati OH 03/2026 Present
Previous Registrations
Designations
Other Names
  • Ashlee D Argabrite
  • Ashlee D Walton

View on SEC IAPD

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QUEEN CITY CAPITAL MANAGEMENT, LLC · CINCINNATI, OH
OSAIC WEALTH, INC. · CINCINNATI, OH
BAHL & GAYNOR LLC · CINCINNATI, OH
BRIXEY & MEYER CAPITAL LLC · CINCINNATI, OH
OPUS CAPITAL MANAGEMENT · CINCINNATI, OH
FORMIDABLE ASSET MANAGEMENT, LLC · CINCINNATI, OH
RC CAPITAL · CINCINNATI, OH
STIFEL, NICOLAUS & COMPANY, INCORPORATED · CINCINNATI, OH

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