Mark
Wickard
Oppenheimer & Co. Inc
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About this Advisor
Mark Wickard is a financial advisor operating out of East Lansing, Michigan with 6 years of relevant experience. Wickard is an advisor for Oppenheimer & Co. Inc. The advisor has gained experience at Morgan Stanley & Co., Inc, Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association, Cantor Fitzgerald & Co and Oppenheimer & Co. Inc. Wickard has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can operate in Michigan. Oppenheimer & Co. Inc is a registered investment firm operating out of New York, NY. It has offices in 118 locations and a total of 2,784 employees. It handles $23 billion in assets between its 32,333 customer accounts, placing it among the largest firms in the United States by assets under management. The firm advises 145 charitable organizations. Of its 32,333 customer accounts, just 2% are associated with high-net-worth clients who have greater than $1 million in investable assets. Oppenheimer & Co. Inc offers 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. A financial advisor's fee schedules largely are based on the type of financial services. However, fee types charged by Oppenheimer & Co. Inc most likely include some blend 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
Mark Wickard Work History
Mark has been registered as a financial advisor for 6 years.*
Oppenheimer & Co. Inc
Morgan Stanley Private Bank, National Association
Cantor Fitzgerald & Co
Morgan Stanley Smith Barney
Morgan Stanley & Co., Inc
*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 Mark Wickard 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
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New York, NY
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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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