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Michelle A Reichert

Oxford Financial Group, Ltd.

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About Michelle A Reichert

Michelle Reichert is a financial advisor with Oxford Financial Group, Ltd. in Carmel, IN. Michelle has over 20 years of experience in the financial services industry. Michelle specializes in financial planning, portfolio management, and retirement planning. Michelle holds the Series 6, 7 and 63 licenses. Michelle is also a Certified Financial Planner. Michelle has worked with Fifth Third Bank and previously with Oxford Financial Group, Ltd.

Firm Information

Michelle Reichert 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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Michelle Reichert’s Registration & Firm History

IN

03/07/2023 - Present

Oxford Financial Group, Ltd. (CARMEL IN)

IN

10/18/2002 - 12/09/2005

CITIGROUP GLOBAL MARKETS INC. (INDIANAPOLIS IN)

OH

05/29/2002 - 10/14/2002

THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)

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Licenses & Designations

BC

Issued 06/15/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/19/2004

Series 7 - General Securities Representative Examination

BC

Issued 05/28/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michelle A Reichert.
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