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Sally Ann Shelton

Oxford Financial Group, Ltd.

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About Sally Ann Shelton

Sally Ann Shelton is a financial advisor with Oxford Financial Group, Ltd. She is located in Carmel, IN. Sally has been working in the financial services industry since August 2015. She has been a Certified Financial Planner since 2016. Sally provides financial planning services to individuals, families, businesses, and retirement plans. She also helps clients with portfolio management and selection of other advisors. Sally Ann Shelton is committed to providing her clients with personalized financial advice and guidance.

Firm Information

Sally Shelton 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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Sally Shelton’s Registration & Firm History

IN

02/23/2023 - Present

Oxford Financial Group, Ltd. (CARMEL IN)

GA

09/29/2017 - 10/11/2018

J.P. MORGAN SECURITIES LLC (ATLANTA GA)

GA

02/18/2016 - 08/25/2017

UBS FINANCIAL SERVICES INC. (ATLANTA GA)

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Licenses & Designations

IA

Issued 10/02/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/18/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/26/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sally Ann Shelton.
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