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RIA / WealthAdvisorCertified Financial Planner13 years in industry

Ashlee Danette Walton

Advisor at OXFORD FINANCIAL GROUP, LTD

CINCINNATI, OH | CARMEL, IN

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Search this name across graphsid dfx:ria:d27e8a88-7c55-57a9-350c-971891df25de

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:07 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Jun 12, 2017 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Jul 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
First registration: Jun 12, 2017
Dual registered: no
Other names: Ashlee D Argabrite|Ashlee D Walton
IAPD individual key: 6801721

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
OXFORD FINANCIAL GROUP, LTD	Independent wealth	Apr 16, 2026	n/a	yes	CINCINNATI, OH\|CARMEL, IN	Current employment
GOLDSTONE FINANCIAL GROUP, LLC	Independent wealth	Mar 7, 2024	Mar 13, 2026	no	OAKBROOK TERRACE, IL	Previous registration
JAMES INVESTMENT RESEARCH INC	Mixed wealth	Aug 29, 2022	Apr 13, 2026	no	XENIA, OH	Previous registration
BUCKINGHAM CAPITAL MANAGEMENT, INC.	Former SEC adviser	Jun 12, 2017	Dec 2, 2021	no	DAYTON, OH	Previous registration
BUCKINGHAM FINANCIAL GROUP, INC.	Former SEC adviser	Jun 12, 2017	Dec 2, 2021	no	DAYTON, OH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
JAMES INVESTMENT RESEARCH INC	GOLDSTONE FINANCIAL GROUP, LLC	Apr 13, 2026	Mar 7, 2024	-767	Firm change after gap	RIA to RIA
GOLDSTONE FINANCIAL GROUP, LLC	OXFORD FINANCIAL GROUP, LTD	Mar 13, 2026	Apr 16, 2026	34	Firm change	RIA to RIA
BUCKINGHAM FINANCIAL GROUP, INC.	BUCKINGHAM CAPITAL MANAGEMENT, INC.	Dec 2, 2021	Jun 12, 2017	-1,634	Firm change after gap	Other
BUCKINGHAM CAPITAL MANAGEMENT, INC.	JAMES INVESTMENT RESEARCH INC	Dec 2, 2021	Aug 29, 2022	270	Firm change	RIA to RIA

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
117982:117984:OH:2021-12-02	Dec 2, 2021	Jun 12, 2017	DAYTON, OH	Firm change after gap

Relationships

Registered with (5)

→ OXFORD FINANCIAL GROUP, LTDRegistered adviserregistration: current employment
Apr 16, 2026 to presentfactForm ADV
→ JAMES INVESTMENT RESEARCH INCRegistered adviserregistration: previous registration
Aug 29, 2022 to Apr 13, 2026factForm ADV
→ GOLDSTONE FINANCIAL GROUP, LLCRegistered adviserregistration: previous registration
Mar 7, 2024 to Mar 13, 2026factForm ADV
→ BUCKINGHAM FINANCIAL GROUP, INC.Registered adviserregistration: previous registration
Jun 12, 2017 to Dec 2, 2021factForm ADV
→ BUCKINGHAM CAPITAL MANAGEMENT, INC.Registered adviserregistration: previous registration
Jun 12, 2017 to Dec 2, 2021factForm ADV

Dated events

Occurred
Apr 13, 2026
Advisor changed firm
Ashlee Danette Walton left James Investment Research Inc for Goldstone Financial Group, Llc (registered 2024-03-07)
Form ADVobserved 5 days ago
Occurred
Mar 13, 2026
Advisor changed firm
Ashlee Danette Walton left Goldstone Financial Group, Llc for Oxford Financial Group, Ltd (registered 2026-04-16)
Form ADVobserved 5 days ago