Welcome to the East Lansing, Michigan Oppenheimer Office
Oppenheimer & Co. Inc. is a leading global full-service brokerage and investment bank with 130 years of experience and over $80 billion under advisement.
As an Executive Director - Investments at the Oppenheimer East Lansing, MI office Cheryl is focused on helping you achieve your financial goals and aspirations.
Cheryl brings more than 20 years of experience assisting clients in retirement plans and personal finance by clearly defining financial goals and creating individualized plans to achieve them. Cheryl can help individuals, families, corporate executives, foundations and endowments, charities, pension plans, businesses, municipalities, and institutions invest, grow, and preserve assets.
Cheryl has the unique ability to understand and articulate complex principles, translating the complicated world of investments into clear, concise conversation. With her background in both investments and retirement plans, Cheryl possesses the critical analytical and technical skills to deliver strategies with a customized approach and personal service.
Cheryl listens and collaborates with you to develop and implement investment direction based on your specific objectives. She fully utilizes the broad range of financial tools and seasoned professionals available at Oppenheimer & Co. Inc., a highly respected investment firm with a 135 year history.
Prior to joining Oppenheimer, Cheryl held the #1 Financial Advisor National Production Ranking for nearly a decade at a Forbes, “Top 100 Wealth Management Firm.” She has a track record assembling and leading teams of various niche professionals to develop and implement investment strategies and other crucial components of planning for her clients.
Cheryl holds the Financial Industry Regulatory Authority (FINRA) registration Series 7 - Registered General Securities Representative, Series 63 - Registered State Securities Agent, Series 65 - Registered Investment Advisor Representative, and the Municipal Securities Rulemaking Board (MSRB) registration Series 50 - Registered Municipal Advisor Representative. Cheryl is a Michigan licensed Life, Health, Accident, Property, and Casualty Producer. She holds a Certification in Public Plan Policy (CAPPP) - Employee Pensions by the International Foundation of Employee Benefit Plans.
Cheryl graduated Magna Cum Laude with her Bachelor of Business Administration and emphasis in Finance and Marketing from Northwood University.
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 Oppenheimer Trust Company of Delaware provide legal or tax advice. However, the professionals of Oppenheimer, OAM and the Oppenheimer 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.
1Alternative investments, such as Hedge Equity and Fund of Funds, are made available only to qualified investors and involve varying degrees of risk. 2Trust Services are provided by Oppenheimer Trust Company of Delaware. 3Consulting services are provided by the Consulting Group at Oppenheimer Asset Management Inc. (OAM).