Cherry Creek

Denver, CO
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Contact

3200 Cherry Creek Sth Dr.

Suite 310

Denver, CO 80209

Specialties

Estate Planning Financial Planning Investment Solutions Retirement Planning Trust Services

Branch Manager

JAMES HAASS

BRANCH MANAGER EXECUTIVE DIRECTOR-INVESTMENTS
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About the Branch

Oppenheimer’s Denver branch is located in the heart of the Cherry Creek neighborhood. Our Financial Professionals, each with an average of 30 years of experience, specialize in providing a variety of wealth management services including portfolio construction, portfolio allocation, retirement planning and alternative investments for qualified investors.

Drawing on the extensive resources of Oppenheimer and its affiliates, we are proud to offer a level of personalized service not typical other investment firms.

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Our Story in Numbers

*Stats as of December 31, 2024

931

Financial Professionals

$129.5

Billion Client Assets under Administration

88

Branch Offices across the United States

Oppenheimer & Co. Inc. (Oppenheimer) and its predecessor firms have been offering investment services since 1881. We are a financially sound institution committed to maintaining a strong, conservatively managed balance sheet, disciplined risk management and robust internal controls designed to protect our clients’ assets. In the unlikely event that Oppenheimer becomes insolvent, there are multiple layers of protection which safeguard our customers’ holdings.

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