Ashlee Danette Walton

Employer firm

Oxford Financial Group, Ltd CRD 105303

$23.3B regulatory AUM

Reported services (Item 5G)

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

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2013 → 12/2021
  Buckingham & Company
  Dayton, OH
• 01/2022 → 09/2022
  James Investment Research, Inc.
  Xenia, OH
• 09/2022 → 01/2024
  Alps Distributors, Inc,
  Denver, CO
• 02/2024 → 03/2026
  Goldstone Financial Group, Llc
  Oakbrook Terrace, IL
• 03/2026 → Present
  Oxford Financial Group, Ltd
  Cincinnati, OH

Previous Registrations

• 2022-08-29 → 2026-04-13
  James Investment Research Inc
  Xenia, OH
• 2024-03-07 → 2026-03-13
  Goldstone Financial Group, Llc
  Oakbrook Terrace, IL
• 2017-06-12 → 2021-12-02
  Buckingham Financial Group, Inc.
  Dayton, OH
• 2017-06-12 → 2021-12-02
  Buckingham Capital Management, Inc.
  Dayton, OH

Designations

• Certified Financial Planner

Other Names

• Ashlee D Argabrite
• Ashlee D Walton