- 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
Our Story in Numbers
Billion Client Assets under Administration
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
Protecting My Assets
Preserve your wealth. Safeguard your future.
Transitioning My Wealth
Your estate and legacy.
Engaging Family Office Services
Growing My Wealth
Planning your wealth on your terms.
Planning for Retirement
Achieve your retirement goals on your terms.