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Nicholas Steven Klein

Corporate DirectorOxford Financial Group, Ltd. LLCCRD 5369448

About Nicholas Steven Klein

Nicholas Steven Klein is listed as Corporate Director 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 Nicholas Steven Klein work?

Nicholas Steven Klein is listed as Corporate Director at Oxford Financial Group, Ltd. LLC on SEC Form ADV.

How much of Oxford Financial Group, Ltd. LLC does Nicholas Steven Klein own?

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

Oxford Financial Group, Ltd. LLC

TitleCorporate Director
OwnershipUnder 5%
Control personYes
Since2021