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Zachary Shaw Littleton

Oxford Financial Group, Ltd.

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About Zachary Shaw Littleton

Zachary Littleton is an investment advisor representative at Oxford Financial Group, Ltd. Zachary has been in the industry since 2007 and has been registered with Oxford Financial Group, Ltd. since 2021. Prior to joining Oxford Financial Group, Ltd., Zachary was employed at J.P. MORGAN SECURITIES LLC and CHASE INVESTMENT SERVICES CORP.. Zachary holds Series 6, 7, 63, and 65 licenses. Zachary specializes in financial planning, pension consulting, portfolio management for individuals, businesses and pooled investment vehicles, and selection of other advisors.

Firm Information

Zachary Littleton 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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Zachary Littleton’s Registration & Firm History

IN

11/18/2021 - Present

Oxford Financial Group, Ltd. (CARMEL IN)

MI

05/05/2011 - 08/27/2021

J.P. MORGAN SECURITIES LLC (Grand Rapids MI)

IL

03/15/2007 - 05/06/2011

CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)

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Licenses & Designations

IA

Issued 11/18/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/22/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/07/2011

Series 7 - General Securities Representative Examination

BC

Issued 03/14/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Zachary Shaw Littleton.
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