Eric
Oppelz

Commerce Brokerage Services, Inc

CRD#5174626
Investment Advisor
in Saint Louis, MO

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About this Advisor

Eric Oppelz is a financial advisor who works out of Saint Louis, Missouri who has 7 years of relevant experience. Oppelz is on the advisory team at Commerce Brokerage Services, Inc. Their career trajectory has included roles at Realdealstl.Com, Pnc Investments LLC, Fifth Third Securities and Commerce Brokerage Services, Inc. Oppelz has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Missouri. Commerce Brokerage Services, Inc is a registered investment business operating out of Saint Louis, MO. The investment advisory business has offices in 33 locations and a total of 37 advisors. It oversees $650 million in assets under management among its 3,570 client accounts, making it one of the bigger firms in the nation by assets under management. The firm advises nine charities and foundations. Of its 3,570 client accounts, just 2% are held by high-net-worth individuals who have at least $1 million in assets. The advisory firm performs a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors typically depend on which services the firm provides the client. However, fees billed by Commerce Brokerage Services, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

10185 Gravois
Saint Louis, MO 63123

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Commerce Brokerage Services, Inc Brokerage Details

Total Assets Under Management

$650,363,405

MO Average: $11,469,110,461
Total Number of Employees

37

MO Average: 458
Total Number of Accounts

3,570

MO Average: 33,415
Average Account Size

$182,175

MO Average: $343,232

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Eric Oppelz Work History

Eric has been registered as a financial advisor for 7 years.*

2015 - Present (9 years)

Commerce Brokerage Services, Inc

2014 - 2015 (1 year)

Fifth Third Securities

2011 - 2014 (3 years)

Pnc Investments LLC

2010 - 2013 (3 years)

Realdealstl.Com

*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 Eric Oppelz 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 Commerce Brokerage Services, Inc

John Stevens
Springfield, MO
James Blalock
Kansas City, MO
Dexter Walker
Saint Louis, MO
Daniel Esselman
Lees Summit, MO
Aaron Alexander
Saint Louis, MO
Karen Harth
Kansas City, MO
Dallas Clemens
Saint Louis, MO
Nathan Stucky
Saint Louis, MO

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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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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