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Chief Talent Officer · Oxford Financial Group, LTD

Sue A. McMillen

CRD 5895846 · 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 Sue A. McMillen on its Form ADV as Chief Talent Officer, a control person.

Firms and roles

AtlasMembers

Sue’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
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

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
  • Kristina R BaronCo-Managing Partner, Corporate Director, 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 Sue on the same filings, with titles and firms. Free in Atlas with a free account.

See all 12 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Sue’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.