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Brian D Copsey

Chief Financial OfficerOxford Financial Group, Ltd. LLCCRD 6259713

About Brian D Copsey

Brian D Copsey is listed as Chief Financial Officer at Oxford Financial Group, Ltd. LLC in Carmel, IN. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Oxford Financial Group, Ltd. LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Brian D Copsey work?

Brian D Copsey is listed as Chief Financial Officer at Oxford Financial Group, Ltd. LLC on SEC Form ADV.

How much of Oxford Financial Group, Ltd. LLC does Brian D Copsey own?

Form ADV reports a beneficial ownership band of Under 5%.

Oxford Financial Group, Ltd. LLC

TitleChief Financial Officer
OwnershipUnder 5%
Control personYes
Since2024