Ryan
Shidler
Oxford Financial Group, LTD
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About this Advisor
Ryan Shidler is a chartered financial analyst who works out of Carmel, Indiana with a total of 2 years of relevant experience. Shidler is an advisor for Oxford Financial Group, LTD. During their career, Shidler has held roles at Bellwether Enterprise Real Estate Capital, LLC, Regions Financial Corporation and Oxford Financial Group, LTD. Shidler is approved to work in Indiana. Oxford Financial Group, LTD is a business headquartered in Carmel, IN. It has offices in six locations and a total of 159 advisors. It controls $16 billion in total assets between its 5,947 accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm provides financial advice to 22 charities and foundations. Of its 5,947 client accounts, 76% are held by high-net-worth clients who have more than $1 million in assets. Oxford Financial Group, LTD provides 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 typically are based on the financial services provided. Fees 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
Ryan Shidler Work History
Ryan has been registered as a financial advisor for 2 years.*
Oxford Financial Group, LTD
Oxford Financial Group, LTD
Oxford Financial Group, LTD
Regions Financial Corporation
Bellwether Enterprise Real Estate Capital, LLC
*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 Ryan Shidler 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
Carmel, IN
Carmel, IN
Carmel, IN
Carmel, IN
Carmel, IN
Cincinnati, OH
Minneapolis, MN
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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