Career
Daniel Ford has been Corporate Director of Oxford Financial Group since January 2023. Daniel Ford is a control person of the firm and directly owns under 5% of it. Daniel Ford earned a BS in business administration, emphasizing investment finance and economics, from the University of South Carolina.
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.
Oxford identifies Daniel J. Ford as a managing director and Oxford Investment Fellow; before Oxford, he was a director of multi-asset strategies at Indiana Public Retirement System.
Credentials and registrations
Professional designations
Listed by Oxford Financial Group
- CFA
- CAIA
- PRM
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 3 | National Commodity Futures Examination | 21 July 2021 |
- Name
- National Commodity Futures Examination
Individual record
- Full name
- Daniel Joseph Ford
- CRD
- 6882501
- Firm bio
- ofgltd.com
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does Daniel Ford work?
Daniel Ford has been Corporate Director of Oxford Financial Group, LTD. LLC since January 2023, and is a control person of the firm.
Does Daniel Ford have a current investment-adviser registration?
Daniel Ford has no current investment-adviser or broker registration.
What exams has Daniel Ford passed?
Daniel Ford passed the Series 3 in July 2021.
Where was Daniel Ford previously registered as an investment adviser?
Daniel Ford has past investment-adviser registrations through Oxford Financial Group, Ltd, November 2017 to August 2026, across 1 firm.
Is Daniel Ford a CFA charterholder?
Oxford Financial Group lists Daniel Ford with the CFA credential (“CFA”) on its website. CFA Institute confirms certification status.
Leadership at Oxford Financial Group
- Jeffrey ThomassonChief Executive Officer, Chairman of the Board
- Brian CopseyChief Financial Officer
- Melia KrummChief Compliance Officer
- Kristina BaronCo-Managing Partner, Corporate Director
- Jarret BlumChief Development Officer
- Charles CarterCorporate Director
- Charles DavisCorporate Director
- Russell DeliberoChief Wealth Planning Officer
- Sue McmillenChief Talent Officer
- Alexandra NeffChief Marketing Officer
- Jared NishidaCorporate Director
- Robert RamseyChief Investment Officer, Co- Managing Partner, Corporate Director