Invested Better
Unclaimed

Unclaimed

Unclaimed

Michael Everett Larson

Oxford Financial Group, Ltd.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Michael? Claim Your Profile

About Michael Everett Larson

Michael 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.

Firm Information

Michael Larson 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Michael Larson’s Registration & Firm History

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)

Not sure if Michael Everett Larson is right for you?

Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Everett Larson.
Not sure if Michael Everett Larson is right for you?