Melia Breeze Krumm
Investment adviser representative at Oxford Financial Group, Ltd
10 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
10 years in the industry.
- Oxford Financial Group, LtdNov 2024 to now
- Baker HillMay 2024 to Oct 2024
- Aca ComplianceJan 2022 to May 2024
- UnemploymentSep 2021 to Dec 2021
- Sanctuary WealthAug 2019 to Sep 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2016 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2002
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
- 4372017
- Firm CRD
- 105303