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Tania A. Devries

Investment adviser representative at Oxford Financial Group, Ltd
17 yearsExperience
2 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

17 years in the industry.

  1. Oxford Financial Group, LtdJan 2025 to now
  2. UnemploymentSep 2024 to Jan 2025
  3. Innovia WealthApr 2024 to Sep 2024
  4. PNC BankApr 2018 to Apr 2024
  5. Huntington National BankDec 2009 to Apr 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 2 states (IN, MI).

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
8031359
Firm CRD
105303
Advisor's SEC record (opens in a new tab)
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