Adam Caleb Ward
Investment adviser representative at Oxford Financial Group, Ltd
23 yearsExperience
1 stateRegistered in
$23.3BFirm assets
42 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
23 years in the industry.
- Oxford Financial Group, Ltd.Jun 2022 to now
- The Huntington Investment CompanyApr 2021 to Jun 2022
- The Huntington National BankApr 2021 to Jun 2022
- UnemployedNov 2020 to Mar 2021
- TIAADec 2017 to Nov 2020
- TIAA-CREF Individual & Institutional Services, LLCDec 2017 to Nov 2020
- PNC Financial Services, Inc.Oct 2003 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (IN).
Oxford Financial Group, Ltd
Legal name: Oxford Financial Group, Ltd. LLC
$23.3BAssets managed
697Clients
50Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2844507
- Firm CRD
- 105303