Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
6 years
Location
Angel Fire, NM
Oppenheimer
Enterprise
Brian Sacks is a financial advisor with Oppenheimer, holding a Series 66 designation and six years of industry experience. He has been with Oppenheimer since 2019 and previously worked at Baylor University from 2015 to 2019. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a wide range of programs, including asset management, consulting, and retirement services, with both discretionary and non-discretionary advisory options.
Based on Oppenheimer
Based on Oppenheimer
Financial planning fees up to $10,000 depending on complexity; updates and other services at negotiated rates
MF/ETFs only - $10,000+: up to 2.5% (FAM maximum fee) Multi-security - $50,000+: up to 2.5% (FAM maximum fee) Include Bonds - $100,000+: up to 2.5% (FAM maximum fee) MF/ETFs only - $10,000+: up to 2.25% (Preference maximum fee) Multi-security - $25,000+: up to 2.25% (Preference maximum fee) Include Bonds - $100,000+: up to 2.25% (Preference maximum fee) Consulting Services+: up to 1.00% annually Retirement Services+: up to 1.00% annually
FAM accounts charge commissions on certain transactions; Alpha program charges commissions on transactions executed by Oppenheimer as per standard commission table
Account minimum: $10,000 for MF/ETFs only accounts (lowest stated minimum); higher minimums apply for multi-security and bond-inclusive accounts (up to $100,000) depending on program Minimum fee: Minimum annual fee of $250 for FAM and Preference accounts; waived if account is at least $50,000 or household accounts total at least $250,000 (FAM) or if account is at least $50,000 or household accounts at least $250,000 (Preference)
Angel Fire, NM
Angel Fire NM
Advisors at this office
1
New Mexico · Texas
6 years of industry experience
Oppenheimer
2019 - Present • 7 years
Houston, TX
Baylor University
2015 - 2019 • 4 years
Waco, TX
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)