Skip to Main
grand rapids

Grand Rapids

Grand Rapids, MI


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

Branch Manager



See All Licenses

About The Branch

The Oppenheimer Grand Rapids branch is home to a small team of dedicated Financial Advisors, with many years of experience serving the financial needs of individuals and families in the region. We offer guidance across a broad array of financial services, including asset management, corporate cash management, and corporate stock options.

Our goal is to earn and sustain a reputation as West Michigan's premier investment boutique, drawing upon the resources of one of Wall Street’s prestigious firms. Working collaboratively with the Oppenheimer Asset Management and Investment Banking affiliates, we offer a level of collaboration, resources and support our competitors envy.

Branch Message about Coronavirus

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
advisor and members of his local church


Advisor Helps Strengthen His Community One Sermon at a Time

  • Since 2017
  • Grand Rapids

For Scott Heidema, philanthropy is part of his daily life and routine. Scott has been a minister at his local church for almost 30 years. After his day as a financial advisor is over, Scott serves a congregation of 150 people in the evenings.
Since 2017, over five million people have been displaced in the Democratic Republic of the Congo as a result of political instability and armed conflict. The country also hosts over half a million refugees from neighboring countries. In the last three years, 30 people from the Congo have immigrated to Grand Rapids and joined Scott’s congregation.

You can read more about his philanthropic efforts here.