Co-Managing Partner, Corporate Director · Oxford Financial Group, LTD
Kristina R Baron
CRD 5276909 · Named on Form ADV at one SEC-registered adviser
At a glance
Oxford Financial Group, LTD, an SEC-registered wealth manager based in Carmel, IN with $23.3 billion in regulatory assets, lists Kristina R Baron on its Form ADV as Co-Managing Partner, Corporate Director, a control person.
Firms and roles
- Oxford Financial Group, LTDCo-Managing Partner, Corporate DirectorWealth manager · Carmel, IN · $23B in regulatory assets
AtlasMembers
Kristina’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (12)
- Jeffrey H. ThomassonChief Executive Officer, Chairman of the Board, Oxford Financial Group, LTD
- Charles R. DavisCorporate Director, Oxford Financial Group, LTD
- Sue A. McMillenChief Talent Officer, Oxford Financial Group, LTD
- Robert D. RamseyChief Investment Officer, Co-Managing Partner, Corporate Director, Oxford Financial Group, LTD
- Daniel J. FordCorporate Director, Oxford Financial Group, LTD
7 more people named with Kristina on the same filings, with titles and firms. Free in Atlas with a free account.
See all 12 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kristina’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.