Terilyn Schwartz
Investment adviser representative at Oxford Financial Group, Ltd
12 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$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
12 years in the industry.
- Oxford Financial Group, Ltd.May 2022 to now
- Matthew CarothersApr 2014 to Apr 2022
- Northwestern Mutual Investment Services, LLCApr 2014 to Apr 2022
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2014
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
- 6292190
- Firm CRD
- 105303