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CN

Christian G. Nallenweg

OXFORD FINANCIAL GROUP, LTD
Atlanta, GA 30305
Some features on this profile are disabled
CRD#: 5245665
CN

Professional summary

Christian Graham Nallenweg, CFP® is a registered financial advisor currently at OXFORD FINANCIAL GROUP, LTD located in Atlanta, Georgia.

Christian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Christian has worked at 6 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christian Graham Nallenweg's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Experience

Current

July 10, 2024 - Present

OXFORD FINANCIAL GROUP, LTD

Office #1: One Buckhead Plaza 3060peachtree Road Nw Suite 470, Atlanta, GA, 30305
RIA
CRD#: 105303
Atlanta, GA
Past

May 13, 2022 - June 18, 2024

OXFORD FINANCIAL GROUP, LTD

RIA
CRD#: 105303
CARMEL, IN
Past

March 26, 2020 - July 29, 2020

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
Indianapolis, IN
Past

June 29, 2018 - March 26, 2020

SCHWAB WEALTH ADVISORY, INC.

RIA
CRD#: 159035
Indianapolis, IN
Past

October 3, 2017 - July 5, 2018

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
Indianapolis, IN
Past

May 30, 2017 - July 29, 2020

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
Indianapolis, IN
Past

July 24, 2009 - June 28, 2011

CHASE INVESTMENT SERVICES CORP.

RIA
CRD#: 25574
INDIANAPOLIS, IN
Past

July 24, 2009 - June 28, 2011

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
INDIANAPOLIS, IN
Past

May 14, 2008 - July 23, 2009

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
INDIANAPOLIS, IN
Past

May 7, 2008 - July 23, 2009

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
INDIANAPOLIS, IN
Past

February 27, 2007 - April 7, 2008

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
INDIANAPOLIS, IN
Past

February 13, 2007 - April 7, 2008

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
INDIANAPOLIS, IN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
OF
OXFORD FINANCIAL GROUP, LTD
FAMILY OFFICE SERVICES OF OXFORD | THE OXFORD GROUP, LTD | THE OXFORD FAMILY OFFICE | PHILANTHROPIC COUNSEL OF OXFORD | OXFORD WEALTH ADVISORS | OXFORD GROUP, LTD | OXFORD GROUP LTD | OXFORD FINANCIAL GROUP, LTD. LLC | OXFORD FINANCIAL GROUP, LTD | OXFORD FINANCIAL ADVISORS CORPORATION | OXFORD FINANCIAL ADVISORS | INVESTMENT SERVICES OF OXFORD

CRD#: 105303 / SEC#: 801-20692

RIA
Registered Investment Advisory firm - (2/7/1984 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Georgia
(7/10/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/29/2017
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 6/8/2017
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 12/17/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/30/2017
General Securities Representative Examination

Current Firm

OF
OXFORD FINANCIAL GROUP, LTD
FAMILY OFFICE SERVICES OF OXFORD | THE OXFORD GROUP, LTD | THE OXFORD FAMILY OFFICE | PHILANTHROPIC COUNSEL OF OXFORD | OXFORD WEALTH ADVISORS | OXFORD GROUP, LTD | OXFORD GROUP LTD | OXFORD FINANCIAL GROUP, LTD. LLC | OXFORD FINANCIAL GROUP, LTD | OXFORD FINANCIAL ADVISORS CORPORATION | OXFORD FINANCIAL ADVISORS | INVESTMENT SERVICES OF OXFORD

CRD#: 105303 / SEC#: 801-20692

RIA
Registered Investment Advisory firm - (2/7/1984 Approved)
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Contact information

Main Address
11711 North Meridian Street Suite 600, Carmel, IN 46032
Mailing Address
P. O. Box 80238, Indianapolis, IN 46280-0238
Phone number
(317) 843-5678
Established
Firm type
Fiscal year end
# of Employees
154

SEC notice filing (27 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

OXFORD FINANCIAL GROUP LTD. FORM ADV PART 2A JUNE 2025 (6/25/2025)

Regulatory assets under management

Total Number of Accounts6,467
AUM (Assets Under Management)$ 19,650,381,670

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
04/16/2025
Cover Page
Report
03/28/2025
Cover Page
Report
03/15/2024
Cover Page
Report
03/24/2023
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

OXFORD FINANCIAL GROUP, LTD

CRD#: 105303Atlanta, GA 30305

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