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Oppenheimer & Co. Inc. financial advisors in Portage, MI
Every SEC-registered investment adviser representative at a Oppenheimer & Co. Inc. office in Portage, A to Z.
The short answer
11 registered advisors work at Oppenheimer & Co. Inc. in Portage, out of 1,086 at the firm nationwide; it ranks number 4 in the city by advisors. 1 list the CFP designation and 11 are also registered broker representatives.
Oppenheimer & Co. Inc. advisors in Portage, A to Z
Every Oppenheimer & Co. Inc. advisor →- Marikatherine G. AmbroAlso a broker rep
- Elizabeth H. BinghamAlso a broker rep
- Athanacia L. FreyAlso a broker rep
- Edward HeidemaAlso a broker rep
- Scott E. HeidemaAlso a broker rep
- Clifford B. HodgmanAlso a broker rep
- Debra B. KallewardAlso a broker rep
- James A. MontmorencyAlso a broker rep
- Kyle MontmorencyCertified Financial Planner · Also a broker rep
- Michael J. MurdockAlso a broker rep
- Lindsay SchmittAlso a broker rep
Oppenheimer & Co. Inc. advisors in every city and state →Oppenheimer & Co. Inc.: assets, clients and custodians →Oppenheimer news and advisor moves →Advisor Moves: who changed firms this week →
Oppenheimer & Co. Inc. advisors in other cities
New York, NY 223Chicago, IL 53Coral Gables, FL 35Houston, TX 35St. Louis, MO 33Bellevue, WA 28Boston, MA 28Seattle, WA 24Stamford, CT 24Washington, DC 24San Francisco, CA 23Los Angeles, CA 22Jericho, NY 21Birmingham, MI 20Atlanta, GA 18
Other firms in Portage
All Portage advisors →Zhang Financial 19Ameriprise Financial Services, LLC 16Pfs Investments Inc. 15Wells Fargo Clearing Services, LLC 11Plante Moran Financial Advisors 9Stifel, Nicolaus & Company, Incorporated 9Merrill Lynch, Pierce, Fenner & Smith Incorporated 8Raymond James & Associates, Inc. 8Edward Jones 6LPL Financial LLC 6Lvm Capital Management Ltd. 6626 Financial, LLC 5
Questions
How many financial advisors does Oppenheimer & Co. Inc. have in Portage?
11 investment adviser representatives are registered at Oppenheimer & Co. Inc. offices in Portage, Michigan, according to the SEC's Investment Adviser Public Disclosure records, out of 1,086 nationwide. 1 list the CFP designation and 11 are also registered as broker representatives.
Is Oppenheimer & Co. Inc. one of the largest advisor employers in Portage?
Oppenheimer & Co. Inc. ranks number 4 in Portage by registered advisors; Zhang Financial has the most, with 19.
How do I check a Oppenheimer & Co. Inc. advisor in Portage?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Oppenheimer & Co. Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.