Skip to Main
Birmingham branch banner

Birmingham

Birmingham, MI

SPECIALTIES

  • Estate Planning
  • Financial Planning
  • Investment Solutions
  • Retirement Planning
  • Trust Services
PETER ULBRICH

Branch Manager

PETER ULBRICH

BRANCH MANAGER, EXECUTIVE DIRECTOR-INVESTMENTS

Peter.Ulbrich@opco.com

See All Licenses

Located in the up and coming Rail District on Eton Street, Oppenheimer’s Birmingham branch has a long record of providing corporate executives, high net worth individuals and non-profit organizations with service and access to sophisticated asset management strategies that today’s investors have come to demand.

The Birmingham branch draws on considerable resources of Oppenheimer and its affiliates to provide a broad range of  Financial products and services including professional money management, asset management, retirement planning, insurance, trust services, and alternative investments for qualified investors. Our focus has always been on the client who appreciates the objectivity and professionalism our Firm brings to the table.

Join Oppenheimer

Our Story in Numbers

*Stats as of December 31, 2020
  • 1,002

    Financial Professionals

  • $104.8

    Billion Client Assets under Administration

  • 92

    Branch Offices across the United States

Customer Asset Protection

Oppenheimer & Co. Inc. (Oppenheimer) and its predecessor firms have been offering investment services since 1881. We are a financially sound institution committed to maintaining a strong, conservatively managed balance sheet, disciplined risk management and robust internal controls designed to protect our clients’ assets. In the unlikely event that Oppenheimer becomes insolvent, there are multiple layers of protection which safeguard our customers’ holdings.

Read More Customer Asset Protection

Products & Services

couple looking at a tablet

Growing My Wealth

Planning your wealth on your terms.

Learn More
grandmother and grandchild

Planning for Retirement

Achieve your retirement goals on your terms.

Learn More
business people

Protecting My Assets

Preserve your wealth. Safeguard your future.

Learn More Opens in a new window
three generations of women

Transitioning My Wealth

Your estate and legacy.

Learn More
advisors working together

Engaging Family Office Services

Learn more Engaging Family Office Services