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Peter Petropoulos

Advisor at Oppenheimer

Updated today

Location

Plymouth, MI 48170

Credentials

Series 63, Series 65

Industry experience

27 years

About

Peter Petropoulos is a financial advisor at Oppenheimer with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Oppenheimer since 1999. Outside of his advisory role, he serves as a trustee of the Peter & Pamela Petropoulos Trust. Oppenheimer serves a broad client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services. The firm employs strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives, while also acting as a qualified custodian.

Client services

Based on Oppenheimer

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Oppenheimer

Retirement plans for business owners (SEP, solo 401k) Wealth management Active portfolio management

Occupation focus

Based on Oppenheimer

Executive Founder/Business Owner

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Fee options

Fixed

Financial Planning fees vary based on complexity, up to $10,000 per plan; updates at negotiated rates

Percentage

MF/ETFs only+: varies by program, not explicitly tiered but minimum account sizes differ by asset type Multi-security+: varies by program, not explicitly tiered but minimum account sizes differ by asset type Include Bonds+: varies by program, not explicitly tiered but minimum account sizes differ by asset type

Commissions

FAM and Alpha programs charge commissions on securities transactions; Alpha is commission-based only

Other

Account minimum: $10,000 for mutual funds/ETFs only accounts (lowest stated minimum); $25,000 to $100,000 for other account types depending on program and securities included 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 Fee-only: Consulting and Retirement Services fees up to 1.00% of assets per year; Financial Planning fees up to $10,000 per plan

Location

1007 W. Ann Arbor Trail, Suite 150

Plymouth, MI 48170

Most active in

Michigan

Work history

Oppenheimer

1999 - Present (27 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Tax-loss harvesting Retirement income strategy Income planning Equity compensation tax strategy Charitable giving & philanthropy Executive
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Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Charitable giving & philanthropy
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CFP®, CFA®, Series 63, Series 65

Ann Arbor, MI

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Active portfolio management Options & derivatives strategies Concentrated stock management Tax-loss harvesting
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David A

Series 63, Series 65

Northville, MI

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Series 66

Ann Arbor, MI

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Options & derivatives strategies Concentrated stock management
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