Melissa Breeze Krumm
Investment Adviser Representative at Oxford Financial Group, Ltd
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Melia Breeze Krumm is an investment adviser representative with Oxford Financial Group, Ltd in Carmel, IN, where they have been registered since 2025. They have worked in the securities industry since 2005 and have been registered with 8 firms, including Sanctuary Advisors, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. They have passed 8 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Indiana.
Office
Advisors at this office: 22
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Indiana
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2016 – Aug 2019Indianapolis, IN
- Oxford Financial Group, LTDNov 2024 – no end date reportedCarmel, IN
- Sanctuary WealthAug 2019 – Sep 2021Carmel, IN
- UnemploymentSep 2021 – Dec 2021Carmel, IN
- ACA ComplianceJan 2022 – May 2024Carmel, IN
- Baker HillMay 2024 – Oct 2024Carmel, IN
Official records & sources
Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Oxford Financial Group, Ltd
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Investment Advisory Services, Family Office Services, Private Family Services of Oxford®, The Trust Company of Oxford®, Institutional Investment Services, and Elite Wealth Enhancement Services, with special expertise in Bespoke Generational Solutions®, Aspirational Solutions, and Diversifier Strategies.
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 50
- Offices listed on AdvisorFinder:
- 7
- Main office:
- Carmel, IN
- SEC file number:
- 801-20692
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 9, 2026
View full firm profileOther advisors at Oxford Financial Group, Ltd
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Melissa Breeze Krumm has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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