Lorelei
Tolson
Oxford Financial Group, LTD
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About this Advisor
Lorelei Tolson is a certified financial planner and personal financial specialist who works in Carmel, Indiana who has 16 years of relevant experience. Tolson currently works for Oxford Financial Group, LTD. They have been with Oxford Financial Group, Ltd for all of their career. Tolson maintains a Series 65 license, which qualifies them as an investment advisor representative, and is registered to work in Indiana and Texas. Oxford Financial Group, LTD is an advisory company operating out of Carmel, IN. The company has offices in six locations and a total of 159 people on staff. It manages $16 billion in total assets across its 5,947 customer accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm serves 22 charities and foundations. Of its 5,947 client accounts, 76% are associated with high-net-worth investors who have at least $1 million in investable assets. Oxford Financial Group, LTD has a broad assortment 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 charged by financial advisors depend on which services are offered. Fee types billed by Oxford Financial Group, LTD likely include 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
Lorelei Tolson Work History
Lorelei has been registered as a financial advisor for 16 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 Lorelei Tolson 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.
