Investment adviser representative · Oxford Financial Group, Ltd.
Tania A. Devries
CRD 8031359 · Grand Rapids, MI
At a glance
Tania A. Devries is an investment adviser representative with Oxford Financial Group, Ltd. in Grand Rapids, MI, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Tania’s SEC record dates to 2025, about 1 years ago.
Current advisory firm
- Oxford Financial Group, Ltd.Since April 2025Grand Rapids, MI · $23B in regulatory assets
SEC adviser record
- Registered since
- 2025 (1 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Tania’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.