Brian Copsey

Brian Copsey has been Chief Financial Officer of Oxford Financial Group since October 2024. Brian Copsey is a control person of the firm and directly owns under 5% of it. Brian Copsey earned a BBA and MAcc from the University of Wisconsin.

Oxford Financial Group, LTD. LLC is a Carmel, IN firm with $23.3B under management, 697 clients and 36 advisers across 7 offices, as of its July 2026 filing.

Brian Copsey is Oxford’s CFO and serves on its Senior Leadership Team and Value Council. His prior experience includes finance roles in a family office and at United, Brookfield and Pine River, as well as public accounting at PwC.

The IAPD individual lookup on 18 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Professional designations

Listed by Oxford Financial Group

• CFA charterholder
• CPA (Inactive)

Individual registration and examination information for Brian Copsey is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name

Brian Copsey

CRD

6259713

Record basis

Form ADV officer listing

Firm bio

ofgltd.com

Disciplinary history is not reported here, in either direction. Check the SEC record.

• JTJeffrey ThomassonChief Executive Officer, Chairman of the Board
• MKMelia KrummChief Compliance Officer
• KBKristina BaronCo-Managing Partner, Corporate Director
• JBJarret BlumChief Development Officer
• CCCharles CarterCorporate Director
• CDCharles DavisCorporate Director
• RDRussell DeliberoChief Wealth Planning Officer
• DFDaniel FordCorporate Director
• SMSue McmillenChief Talent Officer
• ANAlexandra NeffChief Marketing Officer
• JNJared NishidaCorporate Director
• RRRobert RamseyChief Investment Officer, Co- Managing Partner, Corporate Director