This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

OXFORD FINANCIAL GROUP, LTD

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Sep 23, 2003earliest registration or exam on IAPD

Years in industry

22derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

6

Designations

Certified Financial Planner

Exams

S63|S65|S66

First exam

Sep 23, 2003

First registration

Jan 23, 2015

Dual registered

no

Other names

MICHAEL E LARSON

IAPD individual key

4270604

• Occurred

  Dec 12, 2022
  Advisor changed firm

  Michael Everett Larson left Spectrum Wealth Management for Oxford Financial Group, Ltd (registered 2023-01-06)

  Form ADVobserved 3 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:0d2f01a8-84ef-9f86-ff54-e8ad486a8399

First observed

Jan 23, 2015

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.