Christian
Nallenweg
Oxford Financial Group, LTD
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About this Advisor
Christian Nallenweg is a certified financial planner operating out of Carmel, Indiana, with 1 year of relevant experience. Nallenweg works at Oxford Financial Group, LTD. Over the course of their career, Nallenweg has held roles at Angie'S List, Charles Schwab & Co., Inc, Schwab Private Client Investment Advisory, Oxford Financial Group, LTD and Nallenweg Financial, LLC. Nallenweg has Series 66 and Series 63 licenses, which qualify them as a securities agent, and can operate in Indiana. Oxford Financial Group, LTD is a registered investment firm based in Carmel, IN. It has offices in six locations and a total of 159 employees. It has $16 billion in total assets between its 5,947 accounts, placing it among the biggest firms in the country by assets under management. The firm advises 22 charitable organizations. Of its 5,947 customer accounts, 76% are held by high-net-worth clients who have at least $1 million in assets available to invest. The advisory firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advisory services are based on which services the firm provides the client. However, fees charged by Oxford Financial Group, LTD most likely are comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Oxford Financial Group, LTD Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$15,587,908,593
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
159
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5,947
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$2,621,138
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Christian Nallenweg Work History
Christian has been registered as a financial advisor for 1 years.*
Oxford Financial Group, LTD
Nallenweg Financial, LLC
Schwab Private Client Investment Advisory
Charles Schwab & Co., Inc
Angie'S List
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Christian Nallenweg to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Carmel, IN
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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