Brian Howard Franke
Investment adviser representative at Oppenheimer & Co. Inc.
37 yearsExperience
2 statesRegistered in
$36.7BFirm assets
71 yearsFirm in business
Are you Brian Howard Franke? Claim your profile
Contact this firm
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
37 years in the industry.
- Oppenheimer & Co. Inc.May 2020 to now
- Michigan State UniversityJul 2017 to May 2020
- UnemployedJun 2017 to Jul 2017
- Delta Dental Plan of MichiganApr 1989 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (MI, TX).
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
- 7255597
- Firm CRD
- 249