Robert
Twitchell

Oxford Financial Group, LTD

CRD#4323593
Investment Advisor
in Carmel, IN

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About this Advisor

Robert Twitchell is a chartered financial analyst based out of Carmel, Indiana who has 14 years of industry experience. Twitchell currently works for Oxford Financial Group, LTD. They have worked at Oxford Financial Group, Ltd for their entire career. Twitchell holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in California, Indiana, Ohio and Texas. Oxford Financial Group, LTD is a registered investment business based out of Carmel, IN. The firm has offices in six locations and a total of 159 advisors. It handles $16 billion in assets under management between its 5,947 customer accounts, placing it among the biggest firms in the country by assets under management. The firm serves 22 charitable organizations. Of its 5,947 client accounts, 76% are held by high-net-worth individuals who have greater than $1 million in assets. The firm performs a number of services, including 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 typically vary depending on which services are provided. However, fees charged by Oxford Financial Group, LTD likely are comprised of some combination of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Analyst

Years Registered*

14 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

11711 North Meridian Street Suite 600
Carmel, IN 46032

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Oxford Financial Group, LTD Brokerage Details

Total Assets Under Management

$15,587,908,593

IN Average: $1,347,246,178
Total Number of Employees

159

IN Average: 46
Total Number of Accounts

5,947

IN Average: 1,775
Average Account Size

$2,621,138

IN Average: $759,012

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

Robert Twitchell Work History

Robert has been registered as a financial advisor for 14 years.*

2009 - Present (15 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 Robert Twitchell 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

Hannah Cash
Carmel, IN
Timothy Wittenbrook
Cincinnati, OH
Terilyn Schwartz
Carmel, IN
Catherine Farley
Carmel, IN
Daniel Ford
Carmel, IN
Nicholas Klein
Carmel, IN
Arthur Schlobohm
Minneapolis, MN
Dustin Brown
Carmel, IN

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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