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Hannah Jill Cash

Oxford Financial Group, Ltd.

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About Hannah Jill Cash

Hannah Cash is an investment advisor representative currently registered with Oxford Financial Group, Ltd. located in Carmel, IN. Hannah has been in the industry since May 2018 and has held previous roles at CHARLES SCHWAB & CO., INC. in both St. Petersburg, FL and Indianapolis, IN. Hannah is licensed in Indiana and Florida and has passed multiple industry exams including Series 63, Series 65, Series 7, Series 9, Series 10, and SIE. Hannah specializes in providing financial planning, pension consulting, selection of other advisors, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles.

Firm Information

Hannah Cash 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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Hannah Cash’s Registration & Firm History

IN

01/19/2021 - Present

Oxford Financial Group, Ltd. (CARMEL IN)

FL

10/18/2019 - 11/26/2020

CHARLES SCHWAB & CO., INC. (St. Petersburg FL)

IN

05/25/2018 - 04/03/2019

CHARLES SCHWAB & CO., INC. (Indianapolis IN)

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Licenses & Designations

BC

Issued 05/30/2018

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 06/13/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/12/2018

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 09/10/2018

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/25/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Hannah Jill Cash.
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