Oxford Financial Group Ltd
Legal Name: OXFORD FINANCIAL GROUP, LTD
Full Contact Details
Oxford Financial Group Ltd
11711 NORTH MERIDIAN STREET, SUITE 600, CARMEL, IN
317-843-5678
317-843-5679
Other Info
Oxford Financial Group, Ltd, a registered IN Corporation with 153 employees, is approved by the SEC and has been since 1984. The firm has 28 employees who provide advisory services, and while the number of clients is unknown, the company's strong SEC status is indicative of its commitment to compliance and transparency.
Direct Owners
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BRYAN DUNNIVANT
CORPORATE DIRECTOR, CLASS B SHAREHOLDER owns less than 5%
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CHARLES RICHARD DAVIS
CORPORATE DIRECTOR, CLASS B SHAREHOLDER owns more than 5% but less than 10%
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JEFFERY HAL STROMAN
CORPORATE DIRECTOR owns less than 5%
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JEFFREY HUGH THOMASSON
CHIEF EXECUTIVE OFFICER, CHAIRMAN OF THE BOARD, CLASS A & B SHAREHOLDER owns more than 50% but less than 75%
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KRISTINA R BARON
CORPORATE DIRECTOR, CLASS B SHAREHOLDER owns less than 5%
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LISA ANN WALKER
CHIEF OPERATIONS & RISK OFFICER, CHIEF COMPLIANCE OFFICER, CLASS B SHAREHOLDER owns less than 5%
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MARCOS NOGUES
CHIEF INVESTMENT OFFICER owns less than 5%
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MICHAEL ALLEN ROSEN
CORPORATE DIRECTOR, CLASS B SHAREHOLDER owns less than 5%
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SUE A. MCMILLEN
CHIEF TALENT OFFICER, CLASS B SHAREHOLDER owns less than 5%
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TIMOTHY MAURICE DEAN
CHIEF FINANCIAL OFFICER owns less than 5%
Auditors
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CROWE LLP
United States -
KATZ, SAPPER & MILLER LLP
United States -
KATZ, SAPPER & MILLER, LLP
United States