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Nicholas Owen Detmer

Investment adviser representative at Oxford Financial Group, Ltd
13 yearsExperience
1 stateRegistered in
CFADesignation
$23.3BFirm assets

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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

13 years in the industry.

  1. Oxford Financial Group, Ltd.Sep 2026 to now
  2. Aksia LLCSep 2023 to Aug 2026
  3. UnemployedSep 2022 to Sep 2023
  4. Indiana Public Retirement SystemApr 2013 to Sep 2022

Designations

  • CFA

Exams passed

  • Series 63 · Uniform Securities Agent State Law2010

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
3245942
Firm CRD
105303
Advisor's SEC record (opens in a new tab)
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