Michael
Stalnecker

Oppenheimer & Co. Inc

CRD#6110653
Investment Advisor
in Saint Louis, MO

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About this Advisor

Michael Stalnecker is a financial advisor who works in Saint Louis, Missouri, who has 10 years of relevant experience. Stalnecker is an employee of Oppenheimer & Co. Inc. They have been employed by Oppenheimer & Co. Inc for their total career. Stalnecker maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Illinois, Missouri and Texas. Oppenheimer & Co. Inc is an advisory firm headquartered in New York, NY. It has offices in 118 locations and a total of 2,784 financial advisors. It has $23 billion in assets under management between its 32,333 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm provides financial advice to 145 charitable organizations. Of its 32,333 accounts, just 2% are held by high-net-worth clients who have more than $1 million in assets. Oppenheimer & Co. Inc provides a diverse set of services, including 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 usually are based on the financial services provided. Fees charged by Oppenheimer & Co. Inc likely are comprised of asset-based, fixed, commission-based and performance-based fees.

Certifications and Registrations

Series 66

Years Registered*

10 years

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

One North Brentwood Boulevard Suite 600
Saint Louis, MO 63105

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Oppenheimer & Co. Inc Brokerage Details

Total Assets Under Management

$22,650,951,893

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

2,784

MO Average: 88
Total Number of Accounts

32,333

MO Average: 3,892
Average Account Size

$700,552

MO 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

Michael Stalnecker Work History

Michael has been registered as a financial advisor for 10 years.*

2012 - Present (12 years)

Oppenheimer & 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 Michael Stalnecker 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

Kevin Baum
New York, NY
Hugo Bartell
Charlotte, NC
Bradley Phillips
Atlanta, GA
Javier Ajjam Altimari
Houston, TX
F Masri
New York, NY
Michael Wolff
New York, NY
Brian Kutsmeda
Boca Raton, FL
Edita Raslova
New York, NY

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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