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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

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About the Branch

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.

A Culture to Succeed

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Our Story in Numbers

*Stats as of September 30, 2022
  • 985

    Financial Professionals

  • $100.3

    Billion Client Assets under Administration

  • 91

    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.

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Products & Services

business people

Protecting My Assets

Preserve your wealth. Safeguard your future.

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three generations of women

Transitioning My Wealth

Your estate and legacy.

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advisors working together

Engaging Family Office Services

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couple looking at a tablet

Growing My Wealth

Planning your wealth on your terms.

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woman and grandchild

Planning for Retirement

Achieve your retirement goals on your terms.

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