Advisor at Spyglass Investment Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Spyglass Investment Management
Location
Terre Haute, IN 47802
Credentials
Series 65
Industry experience
3 years
Brock Oxford is a financial advisor at Spyglass Investment Management with a Series 65 credential and three years of industry experience. His prior work includes roles at State Farm Insurance and ownership of Spring Clean Car Wash. Spyglass Investment Management provides personalized financial planning and portfolio management to individuals, pension and profit-sharing plans, trusts, charitable organizations, and small businesses. The firm serves both high-net-worth and non-HNW clients, focusing on asset allocation and using a range of investment vehicles including mutual funds, equities, fixed income, ETFs, and municipal securities.
Based on Spyglass Investment Management
Based on Spyglass Investment Management
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.50% $5,000,001+: 0.35%
$100 per hour for limited scope projects.
Fee-only: Fee-only investment management; no commissions or finder’s fees accepted.
1205 South 3 Rd St
Terre Haute, IN 47802
Indiana
Spyglass Investment Management
2022 - Present (4 years)
State farm insurance
2021 - 2021 (1 year)
Spring Clean Car Wash
2016 - 2021 (5 years)
STUDENT
2005 - 2022 (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFA®
Terre Hute, IN
Wabash Capital, Inc.
Series 63, Series 65, Series 66
Terre Haute, IN
Spyglass Investment Management
Series 65
Terre Haute, IN
Spyglass Investment Management
Series 63, Series 66
Terre Haute, IN
&PARTNERS
Series 63, Series 65
Terre Haute, IN
&PARTNERS
Series 63, Series 65
Terre Haute, IN
FIFTH THIRD SECURITIES, Inc.
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