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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Thomasson is a financial advisor with over 40 years of experience in the industry. Jeffrey is a CERTIFIED FINANCIAL PLANNER™ professional and is currently registered as an Investment Advisor Representative with Oxford Financial Group, Ltd. in Carmel, Indiana. Jeffrey has experience providing financial and investment advice to a wide range of clients, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations and other businesses, pooled investment vehicles, and insurance companies. Jeffrey has a proven track record of helping clients achieve their financial goals.
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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2
IN
04/05/1999 - Present
Oxford Financial Group, Ltd. (CARMEL IN)
NA
02/19/1988 - 05/30/1989
MANEQUITY, INC.
NA
10/12/1982 - 12/31/1987
MANEQUITY, INC.
NA
06/21/1982 - 10/01/1982
AMERICAN GENERAL CAPITAL PLANNING, INC.
BC
Issued 08/11/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/17/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/11/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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