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Timothy Edward Wittenbrook

Oxford Financial Group, Ltd.

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About Timothy Edward Wittenbrook

Timothy Wittenbrook is a financial advisor with Oxford Financial Group, Ltd. with over 30 years of experience in the financial services industry. Timothy is a Certified Financial Planner® professional and holds Series 6, 7, 8, and 63 licenses. Timothy’s previous roles include positions at Fidelity Brokerage Services LLC, Fidelity Investments Institutional Services Company, Inc., and J.P. Morgan Institutional Investments Inc. Timothy specializes in financial planning, pension consulting, selection of other advisors, and portfolio management. Timothy is registered to provide investment advisory services in Indiana, Ohio and Texas.

Firm Information

Timothy Wittenbrook 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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Timothy Wittenbrook’s Registration & Firm History

OH

12/20/2019 - Present

Oxford Financial Group, Ltd. (CINCINNATI OH)

KS

06/14/2010 - 03/01/2013

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (OVERLAND PARK KS)

KY

01/01/2008 - 02/10/2009

FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)

KY

11/25/1998 - 01/01/2008

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (COVINGTON KY)

RI

01/19/1988 - 11/25/1998

FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)

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Licenses & Designations

BC

Issued 02/01/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/08/1992

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 12/17/1988

Series 7 - General Securities Representative Examination

BC

Issued 01/18/1988

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Timothy Edward Wittenbrook.
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