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Minneapolis, MN


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

About the Branch

Located downtown, along the historic Nicollet Mall in the financial district, Oppenheimer provides professional guidance to individuals, institutions and family offices. We are proud to have a diverse team of experienced Financial Professionals, many of whom hold CFP and CFA credentials and have been named to Minnesota’s Five Star Wealth Manager list. This branch has been established in the community for almost two decades.

We offer insight and strategies for a broad range of financial products and services including corporate cash management, institutional consulting, private wealth management and corporate executive services. Leveraging the extensive resources of Oppenheimer’s Investment Banking and Asset Management divisions, we are able to offer a level of service renowned in the industry

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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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