Karen
Mersereau
Oxford Financial Group, LTD
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About this Advisor
Karen Mersereau is a certified financial planner and personal financial specialist working in Carmel, Indiana with 13 years of industry experience. Mersereau is currently employed by Oxford Financial Group, LTD. They have been with Oxford Financial Group, Ltd for their whole career. Mersereau holds a Series 65 license, qualifying them as an investment advisor representative, and is registered to serve investors in California, Indiana, Michigan and Texas. Oxford Financial Group, LTD is an advisory company headquartered in Carmel, IN. The investment advisory business has offices in six locations and a total of 159 advisors. It manages $16 billion in assets across its 5,947 accounts, making it one of the largest firms in the country by assets under management. The firm serves 22 charities and foundations. Of its 5,947 client accounts, 76% are associated with high-net-worth individuals who have at least $1 million in investable assets. The 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. A financial advisor's fee schedules largely vary depending on the financial services. However, fee types charged by Oxford Financial Group, LTD likely include any combination 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
$15,587,908,593
159
5,947
$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
Karen Mersereau Work History
Karen has been registered as a financial advisor for 13 years.*
Oxford Financial Group, LTD
*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 Karen Mersereau 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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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.
