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Arthur F Schlobohm

Oxford Financial Group, Ltd.

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About Arthur F Schlobohm

Arthur Schlobohm is a financial advisor currently registered with Oxford Financial Group, Ltd. Arthur Schlobohm's experience in the financial services industry spans over two decades. Previously, Arthur Schlobohm worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, G-2 TRADING,LLC, CHERRY TREE & ASSOCIATES, LLC, US ARMA PARTNERS LP and ELECTRONIC TRADING GROUP, LLC.

Firm Information

Arthur Schlobohm is currently registered with Oxford Financial Group, Ltd.. Oxford Financial Group, Ltd. is an investment advisory firm based in Carmel, Indiana with a focus on financial planning, pension consulting, and portfolio management for individuals, businesses, and pooled investment vehicles. The firm serves high-net-worth individuals, pension and profit-sharing plans, charitable organizations, investment companies, and other clients. They manage over $18 billion in assets.
Oxford Financial Group, Ltd.

11711 NORTH MERIDIAN STREET

CARMEL, IN 46032

$18.20B

Assets Under Management

Not reported

Total Clients

48

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Arthur Schlobohm’s Registration & Firm History

MN

08/15/2016 - Present

Oxford Financial Group, Ltd. (Minneapolis MN)

MN

04/02/2013 - 08/02/2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MINNEAPOLIS MN)

NY

05/07/2009 - 03/07/2013

G-2 TRADING,LLC (NEW YORK NY)

MN

04/27/2007 - 05/12/2009

CHERRY TREE & ASSOCIATES, LLC (MINNETONKA MN)

MN

11/11/2005 - 04/17/2007

US ARMA PARTNERS LP (LONGLAKE MN)

NY

11/16/2000 - 10/04/2005

ELECTRONIC TRADING GROUP, LLC (NEW YORK NY)

NY

04/23/1997 - 11/16/2000

FIRST NEW YORK SECURITIES L.L.C. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 05/28/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/27/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/27/2005

Series 24 - General Securities Principal Examination

BC

Issued 08/02/2016

SIE - Securities Industry Essentials Examination

BC

Issued 04/24/2000

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 04/22/1997

Series 7 - General Securities Representative Examination

BC

Issued 11/05/1996

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Arthur F Schlobohm.
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