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CN
CFP
CN
CFP
Christian Graham Nallenweg
Oxford Financial Group, LTD
10 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Retirement Planning
Estate Planning
Financial Planning & Coaching
Business Owners
High Net Worth
Oxford Financial Group, LTD
Compensation
Fee-Only (AUM)
Fixed/Hourly
Firm Size
48 advisors
Number of Clients
679 clients
Average Client Portfolio
$28.9M average
Assets Under Management
$19.7B
Fee Structure
Investment Management
Planning
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Location
11711 North Meridian Street, Suite 600, Carmel, IN, 46032
Get directions
History
Regulatory History (1)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
Learn how to evaluate them
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Criminal
April 2002
Final Disposition
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Oxford Financial Group, LTD
July 2024 - Present · 1 yr 7 mos
Previous Registrations
Oxford Financial Group, LTD
May 2022 - June 2024 · 2 yrs 1 mo
Charles Schwab & CO., INC.
March 2020 - July 2020 · 4 mos
Schwab Private Client Investment Advisory, INC.
June 2018 - March 2020 · 1 yr 9 mos
Charles Schwab & CO., INC.
October 2017 - July 2018 · 9 mos
Charles Schwab & CO., INC.
Broker
May 2017 - July 2020 · 3 yrs 2 mos
Chase Investment Services CORP.
July 2009 - June 2011 · 1 yr 11 mos
Chase Investment Services CORP.
Broker
July 2009 - June 2011 · 1 yr 11 mos
MML Investors Services, INC.
May 2008 - July 2009 · 1 yr 2 mos
MML Investors Services, INC.
Broker
May 2008 - July 2009 · 1 yr 2 mos
Ameriprise Financial Services, INC.
February 2007 - April 2008 · 1 yr 2 mos
Ameriprise Financial Services, INC.
Broker
February 2007 - April 2008 · 1 yr 2 mos
State Registrations
1 state
GA
Advisor
Exams
No exam information available for this advisor.