Brian
Franke
Oppenheimer & Co. Inc
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About this Advisor
Brian Franke is a financial advisor working in East Lansing, Michigan with 3 years of industry experience. Franke currently works for Oppenheimer & Co. Inc. The advisor has gained experience at Oppenheimer & Co. Inc, Michigan State University and Delta Dental Plan Of Michigan. Franke holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to operate in Michigan and Texas. Oppenheimer & Co. Inc is an advisory company headquartered in New York, NY. It has offices in 118 locations and a total of 2,784 financial advisors. It controls $23 billion in assets among its 32,333 accounts, placing it among the largest firms in the United States by assets under management. The firm provides financial advisory services to 145 charitable organizations. Of its 32,333 customer accounts, just 2% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Oppenheimer & Co. Inc has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fee schedules typically are based on which services the firm provides the client. Fees charged by Oppenheimer & Co. Inc likely are comprised of asset-based, fixed, commission-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Oppenheimer & Co. Inc Brokerage Details
$22,650,951,893
2,784
32,333
$700,552
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Brian Franke Work History
Brian has been registered as a financial advisor for 3 years.*
Oppenheimer & Co. Inc
Michigan State University
Delta Dental Plan Of Michigan
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brian Franke to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Oppenheimer & Co. Inc
Washington, DC
Kalamazoo, MI
Charlotte, NC
Dallas, TX
New York, NY
New York, NY
Boca Raton, FL
Atlanta, GA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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