RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Jeffery Hal Stroman
- Business email
- jstroman@ofgltd.comreportedofgltd.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Oxford Financial Group, Ltd independent RIA currentsince Feb 1, 1999 · Carmel, In
- Crowe Wealth Management, LLC unclassifiedMay 27, 2003 to Jan 19, 2011 · Carmel, In
- Olive Oxford Office LLC unclassifiedNov 1, 2002 to Oct 2, 2006 · Carmel, In
- Crowe Wealth Management, LLC to no registered destinationleft Jan 19, 2011 · Departure, no registered destination
- Olive Oxford Office LLC to Crowe Wealth Management, LLCleft Oct 2, 2006, registered May 27, 2003 (-1224 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 43derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address