Invested Better
Unclaimed

Unclaimed

Unclaimed

Natalie Marie Bennett

Oxford Financial Group, Ltd.

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

About Natalie Marie Bennett

Natalie Marie Bennett is an investment advisor representative associated with Oxford Financial Group, Ltd.. Natalie is registered with the state of Michigan. Natalie has been in the financial services industry for over 17 years. Previously, Natalie was associated with Robert W. Baird & Co. Incorporated in Grand Rapids, MI from 2006 to 2022.

Firm Information

Natalie Bennett 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.

Natalie Bennett’s Registration & Firm History

IN

01/01/2025 - Present

Oxford Financial Group, Ltd. (CARMEL IN)

MI

10/31/2006 - 07/11/2022

ROBERT W. BAIRD & CO. INCORPORATED (GRAND RAPIDS MI)

Not sure if Natalie Marie Bennett is right for you?

Licenses & Designations

BOTH

Issued 02/25/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/30/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Natalie Marie Bennett.
Not sure if Natalie Marie Bennett is right for you?