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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christian? Claim Your ProfileChristian Nallenweg is a financial advisor with Oxford Financial Group, Ltd. Christian has been working in the financial services industry since 2007. Christian holds the Series 7, Series 63 and Series 66 licenses. Christian specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Christian has experience working with a wide range of clients, including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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IN
07/10/2024 - Present
Oxford Financial Group, Ltd. (CARMEL IN)
IN
05/30/2017 - 07/29/2020
CHARLES SCHWAB & CO., INC. (Indianapolis IN)
IN
07/24/2009 - 06/28/2011
CHASE INVESTMENT SERVICES CORP. (INDIANAPOLIS IN)
IN
05/07/2008 - 07/23/2009
MML INVESTORS SERVICES, INC. (INDIANAPOLIS IN)
IN
02/13/2007 - 04/07/2008
AMERIPRISE FINANCIAL SERVICES, INC. (INDIANAPOLIS IN)
BOTH
Issued 09/29/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/08/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/17/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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