Kristen
Kirkland
Oxford Financial Group, LTD
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About this Advisor
Kristen Kirkland is a certified financial planner who works in Carmel, Indiana with 4 years of industry experience. Kirkland is currently employed by Oxford Financial Group, LTD. Their career trajectory has included roles at Bkd Wealth Advisors, The Trust Company, University Of Tennessee College Of Law, Global Intellectual Property Asset Management, Pllc, Starlight Farm Animal Sanctuary, Advos Legal, Pllc, Longhorn Steakhouse, Stacey Miller, Borden Elementary School, Henryville Correctional Facility, Saint Joseph'S College, Jasper County Youth Center and Oxford Financial Group, LTD. Kirkland holds a Series 65 license, certifying them as an investment advisor representative, and can serve investors in Indiana and Michigan. Oxford Financial Group, LTD is a business that has its headquarters in Carmel, IN. The investment advisory business has offices in six locations and a total of 159 advisors. It controls $16 billion in assets under management between its 5,947 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm serves 22 charities and foundations. Of its 5,947 accounts, 76% are associated with high-net-worth investors who have at least $1 million in assets. The firm has 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 management usually are based on which services the firm provides the client. However, fees charged by Oxford Financial Group, LTD can include any blend 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
Kristen Kirkland Work History
Kristen has been registered as a financial advisor for 4 years.*
Oxford Financial Group, LTD
Bkd Wealth Advisors
Global Intellectual Property Asset Management, Pllc
Advos Legal, Pllc
The Trust Company
Starlight Farm Animal Sanctuary
Longhorn Steakhouse
University Of Tennessee College Of Law
Stacey Miller
Borden Elementary School
Henryville Correctional Facility
Saint Joseph'S College
Jasper County Youth Center
Longhorn Steakhouse
Saint Joseph'S College
*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 Kristen Kirkland to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Oxford Financial Group, LTD
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.
