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Mark Benjamin Wickard

Investment adviser representative at Oppenheimer & Co. Inc.
13 yearsExperience
1 stateRegistered in
$36.7BFirm assets
71 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feeCommissions

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

13 years in the industry.

  1. Oppenheimer & Co. Inc.Apr 2023 to now
  2. Self-employedJun 2020 to Apr 2023
  3. UnemployedSep 2019 to Jun 2020
  4. Complete HealthJun 2019 to Aug 2019
  5. GncJan 2019 to May 2019
  6. ImarketsliveDec 2016 to Dec 2018
  7. UnemployedJul 2013 to Dec 2016

Exams passed

  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 1 state (MI).

Oppenheimer & Co. Inc.

$36.7BAssets managed
39,036Clients
1,161Advisers
71 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6822963
Firm CRD
249
Advisor's SEC record (opens in a new tab)
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