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Joseph Parker Mitchell

Oxford Financial Group, Ltd.

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About Joseph Parker Mitchell

Joseph Mitchell is a financial advisor who specializes in providing financial planning and investment management services to individuals, families, and institutions. Joseph is a Certified Financial Planner™ and a Chartered Financial Analyst®. Joseph has been a registered investment advisor representative with Oxford Financial Group, Ltd. since March 2023. Joseph has over 15 years of experience in the financial services industry. Prior to joining Oxford Financial Group, Joseph worked at Bessemer Trust. Joseph is dedicated to providing personalized financial advice and helping clients achieve their financial goals.

Firm Information

Joseph Mitchell 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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Joseph Mitchell’s Registration & Firm History

IN

09/26/2024 - Present

Oxford Financial Group, Ltd. (CARMEL IN)

GA

11/09/2022 - 03/01/2023

BESSEMER INVESTOR SERVICES, INC. (ATLANTA GA)

GA

10/06/2006 - 08/29/2011

CHARLES SCHWAB & CO., INC. (ATLANTA GA)

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Licenses & Designations

BC

Issued 11/07/2022

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 01/08/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/09/2013

Series 3 - National Commodity Futures Examination

BC

Issued 10/05/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Joseph Parker Mitchell. Review regulatory record here.
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