Kevin Coquillette
Investment adviser representative at Oxford Financial Group, Ltd
11 yearsExperience
3 statesRegistered 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
11 years in the industry.
- Oxford Financial Group, Ltd.May 2023 to now
- Goldman Sachs & Co.Jul 2015 to May 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 3 states (FL, IN, MN).
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
- 6208811
- Firm CRD
- 105303