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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Everett Larson is an Investment Advisor Representative at Oxford Financial Group, Ltd.. Michael is a Certified Financial Planner. Michael has been in the industry since 2001. Michael has registrations with states in Florida, Illinois, Indiana, Minnesota, Ohio and Texas. Michael's firm, Oxford Financial Group, Ltd., is located in Carmel, IN. The firm manages assets for individual and institutional clients, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and pooled investment vehicles. The firm provides financial planning, pension consulting, and portfolio management services.
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
05/24/2024 - Present
Oxford Financial Group, Ltd. (CARMEL IN)
IN
04/02/2004 - 04/06/2016
CHARLES SCHWAB & CO., INC. (INDIANAPOLIS IN)
IL
09/19/2003 - 03/19/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IN
06/18/2002 - 09/03/2002
CONSECO EQUITY SALES, INC. (CARMEL IN)
WI
07/12/2001 - 07/19/2001
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
TX
01/01/2001 - 04/05/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
IA
Issued 01/24/2022
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 01/23/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/23/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/15/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/20/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/06/2016
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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