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lake oswego branch

Lake Oswego

LAKE OSWEGO, OR

JAMES A. WALKER

Branch Manager

JAMES A. WALKER

BRANCH MANAGER, MANAGING DIRECTOR-INVESTMENTS

james.walker@opco.com

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About the Branch

Our office provides a broad range of boutique financial services. They include wealth management, financial planning, retirement services, corporate cash management, advisory, stock option plans as well as access to private equity strategies, and alternative investments for qualified investors.

Our team of long-tenured Financial Professionals, with a combined 130 years of experience, pride ourselves on a commitment to stellar service. Our growing group of Financial Advisors can leverage the extensive resources of Oppenheimer and its affiliates to offer a level of curated insight and personalized service not often found at other investment firms.

We are proud to be part of the Portland community – visit our office, which is conveniently located in the suburb of Lake Oswego off the I-5 corridor on Kruse Way. Our state of the art facilities are modern and private for family or business meetings, with ample off-street parking near the main entrance to the building allowing ease of access for our clients.

We are excited to bring a Northwest flavor and pioneering spirit combined with the power, history and strength of Oppenheimer & Co. Inc. to Lake Oswego. Stop by our branch for a consultation and discover how we can help you achieve your financial goals.

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Join Oppenheimer

Lisa
RECENT EVENTS
New Hire

We are pleased to announce our new hire Lisa Lindley Raboin as a Sr. Financial Associate in our Lake Oswego Branch. As a second generation financial professional and former fixed income trader, she brings a depth of valuable professional expertise. With her retail and institutional experienced background she brings the ability to provide professional solutions to complex financial issues.







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

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Protecting My Assets

Preserve your wealth. Safeguard your future.

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Transitioning My Wealth

Your estate and legacy.

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Engaging Family Office Services

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Growing My Wealth

Planning your wealth on your terms.

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Planning for Retirement

Achieve your retirement goals on your terms.

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