My primary role as an Oppenheimer & Co. Inc. Financial Advisor is to build a professional relationship with you by listening to your concerns and crafting investment strategies designed to help you work towards achieving your financial goals. This strategy, adapted to your personal situation, will evolve over time, as your life evolves and the financial markets change. In creating this strategy, I draw upon the resources of an investment boutique with a tradition that dates from the early nineteenth century. At the heart of that tradition and of my own business are integrity, hard work and personal service.
As an Oppenheimer Financial Advisor and having earned the CFP® designation, I have experience offering investment advisory, wealth management and institutional services to a broad range of individuals, families and businesses. Because I understand that no two individuals or businesses are alike, my service begins by understanding your circumstances, then assisting you to choose from an array of customized solutions that I consider suitable for your needs and rebalancing as circumstances warrant. Please feel free to contact me so that we may speak about your financial future and the opportunities I might be able to provide.
Brad Kaminski is Executive Director – Investments with Oppenheimer & Co. Inc.’s Grand Rapids, Michigan office. Brad graduated with a BA degree in Business Administration from Michigan State University and has earned the CFP® designation through the Certified Financial Planner Board of Standards Inc. He also currently holds the General Securities Representative License (Series 7), the Uniform Combined State Law License (Series 66), the National Commodities Futures Exam (Series 3) and a life insurance license in the State of Michigan.
Brad and his family live in Ada and are active members of the West Michigan community, participating with and volunteering for a variety of non-profit organizations.