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OXFORD FINANCIAL GROUP, LTD

CARMEL, IN · CRD 105303 · IAPD ↗ · 317-843-5678

$23.33BRegulatory AUM
36Advisory reps
156Employees
0Clients
251-500Planning clients
48Private funds
27States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
April 2025 — OXFORD FINANCIAL GROUP, LTD notice-filed in CO, NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.