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Peter Nielsen Reist

Investment Adviser Representative at OXFORD FINANCIAL GROUP, LTD

Carmel, INCRD #4703846Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
23 yrs
States Registered
6 states
Exams Passed
1

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 6 states
FloridaIllinoisIndianaMichiganOhioTexas
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 5/2/2003

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Oxford Financial Group, Ltd Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

OXFORD FINANCIAL GROUP, LTDCurrent
4/6/2010Carmel, IN
KSM CAPITAL ADVISORS, LLC
8/29/20034/5/2010Indianapolis, IN

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Peter Nielsen Reist 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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