- 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 Advisors, 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
Let's Talk Future
Are you a financial professional interested in joining our office? If there’s one thing we’re great at, it’s working with new and existing professionals to help them grow their practices. Financial Advisors who bring their talents to Oppenheimer join something truly special. They become part of an organization that prides itself on a culture of access – to resources, to people, and ideas. And they pride themselves on being a part of helping their clients feel more confident about their financial futures, as well as helping business leaders implement new and innovative strategies and helping their communities succeed.Read More
Products & Services
Growing My Wealth
Planning your wealth on your terms.
Planning for Retirement
Achieve your retirement goals on your terms.
Protecting My Assets
Preserve your wealth. Safeguard your future.
Transitioning My Wealth
Your estate and legacy.