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Bradley J. Kaminski - Grand Rapids, MI
Bradley J. Kaminski, CFP®
Senior Director - Investments
Financial Advisor
Asset Management Consultant
Oppenheimer & Co. Inc.
250 Pearl St NW
Grand Rapids, MI 49503
Tel:  (616) 732-3380
Toll Free:  (800) 548-6011
Fax:  (616) 732-3393


Bradley J. Kaminski is licensed in the following state(s)*:
AL, CA, CO, FL, IL, IN, MA, MI, NV, NY, TX, WA, WI
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 Senior 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. 



Report as of 07/28/2014

 

Oppenheimer Products & Services
• 401(k) Plans • Options
• 529 Plans • Professional Money Management
• Discretionary Portfolio Management • Retirement Planning Services
• Equity and Fixed Income Strategies • Separately Managed Accounts
• Exchange Traded Funds • Single Strategy Hedge Funds1
• Financial Planning Services • Trust Services2
• Institutional Investment Consulting Services3 • Unified Managed Accounts
• Mutual Funds • Wealth Management Services

If you select any one or more of the advisory services (i.e., Planning Services) offered by Oppenheimer & Co. Inc. or its affiliate Oppenheimer Asset Management Inc., we will be acting in an advisory capacity If you ask us to effect securities transactions for you, we will be acting as a broker-dealer. Please see the Oppenheimer & Co. Inc. website, www.opco.com, or call the branch manager of the office that services your account for further information regarding the differences between brokerage and advisory products and services.

Oppenheimer Asset Management Inc. (OAM) and the Oppenheimer Trust Company of Delaware are wholly owned subsidiaries of Oppenheimer Holdings Inc., which also wholly owns Oppenheimer & Co. Inc. (Oppenheimer), a registered broker/dealer and investment adviser. Securities are offered through Oppenheimer.

Neither Oppenheimer, OAM nor the Trust Company of Delaware provide legal or tax advice. However, the professionals of Oppenheimer, OAM and the Trust Company of Delaware along with Oppenheimer Financial Advisors will work with clients, their attorneys and their tax professionals to help ensure all of their needs are met and properly executed.

Moreover, certain services mentioned herein can be provided by third parties not affiliated with Oppenheimer. Please note that Oppenheimer may receive fees, commission or other forms of consideration as a result of agreements or arrangements entered into between Oppenheimer and such third parties.
*This site and the information contained herein is intended for persons residing in the states listed above and should not be considered a solicitation to buy or an offer to sell any securities or financial products in any other jurisdiction.

1 Alternative investments, such as Hedge Equity and Fund of Funds, are made available only to qualified investors and involve varying degrees of risk.
2 Trust Services are provided by Oppenheimer Trust Company of Delaware.
3 Consulting services are provided by the Consulting Group at Oppenheimer Asset Management Inc. (OAM).

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