Career
Sue Mcmillen has been Chief Talent Officer of Oxford Financial Group since January 2011. Sue Mcmillen is a control person of the firm and directly owns under 5% of it. Sue Mcmillen holds a Bachelor’s degree in business administration with a concentration in human resources from Valparaiso University, a master’s degree from Indiana University and a She completed the Stonier Graduate School of Banking at Georgetown University.
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.
Sue McMillen serves on Oxford’s Senior Leadership Team and Compensation Committee and chairs its Retirement and Ethics Committees. Before joining Oxford, she had more than 20 years of financial-services experience in human resources, senior leadership and operations roles.
The IAPD individual lookup on 18 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.
Credentials and registrations
Professional designations
Listed by Oxford Financial Group
- SPHR
- SHRM-SCP
- CEBS
- GBA
Individual registration and examination information for Sue Mcmillen 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
- Sue Mcmillen
- CRD
- 5895846
- Record basis
- Form ADV officer listing
- Firm bio
- ofgltd.com
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does Sue Mcmillen work?
Sue Mcmillen has been Chief Talent Officer of Oxford Financial Group, LTD. LLC since January 2011, and is a control person of the firm.
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
- Daniel FordCorporate Director
- Alexandra NeffChief Marketing Officer
- Jared NishidaCorporate Director
- Robert RamseyChief Investment Officer, Co- Managing Partner, Corporate Director