Oppenheimer & Company | Financial Advisor in Clayton ,MO

1 N. Brentwood Blvd
Suite 600
Clayton, MO 63105
Phone: (314) 746-2540

About

Oppenheimer & Co. Inc. ("Oppenheimer") is a leading investment bank and full-service investment firm that provides financial services and advice to high net worth investors, individuals, businesses and institutions. For over 125 years, we have provided investors with the necessary expertise and insight to meet the challenge of achieving their financial goals. Our commitment to our clients' investment needs, our experienced and dedicated professionals, and our proud tradition empower us to deliver effective and innovative solutions to our clients.

30 Years of Experience



General Information
Firm Start Year:   1921
No.of Employees:   2000-4999
Name of Broker/Dealer:   Oppenheimer & Co.
States Licensed in:   AL AZ CA CO CT FL GA HI IA IL IN KS KY MD MI MN MO
MS NC NE NJ NY OK OR PA SC TN TX VA WA WY
Number of Years with Current Firm:   20
Work Experience:   Became a financial consultant right out of college
in 1985 starting with PaineWebber. Moved to
Oppenheimer in 1994.
I work with the following types of clients:   Non-Profit Organizations , Individual Investors , Businesses


Services
Investment Types:   Alternative Investments , Exchange Traded Funds (ETFs) , Mortgages & Real Estate , Stocks , Options & Futures , Commodities , Bonds , Insurance , Annuities , Mutual Funds , FOREX & Currency , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At my office , At your home , At your office , Via phone


Qualifications & Memberships
Insurance and Annuity Licenses:   Health , Annuity , Disability , Variable Annuity , Variable Life , Long Term Care , Life
Firm Information
Firm's Number of Clients:   200,000+
Assets Managed by Firm:   $150,000,000
Advisor's Number of Clients:   1000
Advisor's Number of Managed Clients:   800
Advisor's Number of Planning Clients:   950
Assets Managed by Advisor:   $300,000,000


Compliance
Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:   $100,000
Compensation Methods:   Based on Assets
Fee % Based on Assets:   1.0



FAQs

David Naert  Managing Director - Investments

David Naert Managing Director - Investments

Biography


Licensed in the following state(s)*:
AL, AZ, CA, CO, CT, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MI, MN, MO, MS, NC, NE, NJ, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WY

My experience has taught me that I serve my clients best by acting as a financial advisor who brings trust, integrity and accountability to each professional relationship. My approach is to bring an unbiased, comprehensive and customized strategy to each client in order to help them meet their life challenges and financial goals. Working together over the course of our relationship, we collaborate to create a disciplined strategy that we review periodically in order to make certain that it still reflects their current needs and future goals.

see more

My Services


Retirement Planning

Whether you're just beginning to save for retirement or you're ready to retire, we can help you with investment strategies and guidance that are suited to your unique financial situation.


Wealth Management

Wealth planning is an integral part of achieving your financial goals. Whether you're planning college savings for your children, saving for retirement, or protecting your hard-earned assets for the future and your family, we will work with you to help determine which of our wealth planning strategies are right for you.


401K Rollovers

If you have recently changed jobs or are planning to retire soon, you may benefit from an IRA Rollover. By moving your assets from your 401(k) or other retirement plan into an IRA Rollover, you can maintain its tax-deferred status, even after changing jobs or retiring. Consolidating or transferring your retirement plans can also give you greater control over your retirement savings


Office Hours

Mon. 9:00 AM - 5:00 PM
Tue. 9:00 AM - 5:00 PM
Wed. 9:00 AM - 5:00 PM
Thu. 9:00 AM - 5:00 PM
Fri. 9:00 AM - 5:00 PM

Compensation Arrangements

Check Money Order
Bank Transfer