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Jeffery Hal Stroman

Oxford Financial Group, Ltd.

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About Jeffery Hal Stroman

Jeffery Stroman is a financial advisor with over 30 years of experience in the industry. Jeffery is currently registered with Oxford Financial Group, Ltd. and has been with the firm since 1988. Jeffery has experience working for a number of firms including NML EQUITY SERVICES, INC., ROBERT W. BAIRD & CO. INCORPORATED, VESTAX SECURITIES CORPORATION, and HALL SECURITIES CORPORATION. Jeffery holds the following licenses: Series 2, Series 7, Series 8, and Series 22. Oxford Financial Group, Ltd. is a registered investment advisor with offices in Carmel, Indiana. The firm offers financial planning, pension consulting, selection of other advisors, and portfolio management services.

Firm Information

Jeffery Stroman 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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Jeffery Stroman’s Registration & Firm History

IN

02/01/1999 - Present

Oxford Financial Group, Ltd. (CARMEL IN)

NA

01/07/1987 - 11/16/1988

NML EQUITY SERVICES, INC.

NA

12/08/1986 - 11/16/1988

ROBERT W. BAIRD & CO. INCORPORATED

NA

11/05/1984 - 12/15/1986

VESTAX SECURITIES CORPORATION

NA

03/04/1983 - 10/11/1984

HALL SECURITIES CORPORATION

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Licenses & Designations

BC

Issued 01/14/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/11/1986

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 06/21/1986

Series 7 - General Securities Representative Examination

BC

Issued 01/14/1983

Series 2 - Non-Member General Securities Examination

BC

Issued 01/11/1983

Series 22 - Direct Participation Programs Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffery Hal Stroman.
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