Mark
Larsen

Oppenheimer & Co. Inc

CRD#2333772
Investment Advisor
in Minneapolis, MN

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About this Advisor

Mark Larsen is a financial advisor based in Minneapolis, Minnesota, working with Oppenheimer & Co. Inc. Mark has previously held a position at Oppenheimer & Co. Inc and has passed the Series 63 and Series 65 regulatory exams. Mark is registered to provide services in Minnesota. Currently, Mark is part of Oppenheimer & Co. Inc, which operates out of Minneapolis, Minnesota. The firm has 117 offices and 2,812 employees. The firm manages assets totaling $27.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Oppenheimer & Co. Inc includes asset-based, fixed, commission-based, and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Performance-based Fees

Office Location

100 South 5Th Street Suite 2200
Minneapolis, MN 55402

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Oppenheimer & Co. Inc Brokerage Details

Total Assets Under Management

$27,451,266,086

MN Average: $7,464,549,021
Total Number of Employees

2,812

MN Average: 88
Total Number of Accounts

34,493

MN Average: 3,892
Average Account Size

$795,850

MN Average: $1,917,921

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 Larsen Work History

2006 - Present (18 years)

Oppenheimer & Co. Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Mark Larsen 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

Stanley King
Los Angeles, CA
Cynthia Newman
New York, NY
Matthew Jaskolka
Virginia Beach, VA
Kole Schleimer
New York, NY
Tristan Ramage
New York, NY
Julian Natelli
Florham Park, NJ
William Reif
New York, NY
Brian Ocampo
New York, NY

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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