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Peter Petropoulos

Advisor at Oppenheimer — Plymouth, MI

Updated today

Credentials

Series 63, Series 65

Experience

27 years

Location

Plymouth, MI 48170

Oppenheimer logo

Oppenheimer

Enterprise

Total advisors

1,170

Across 155 offices

Clients per advisor

32 Very Low

Avg AUM per client

$609,565 High

HNW client ratio

3% Low

About

Peter Petropoulos is a financial advisor at Oppenheimer with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 1999. He also serves as a trustee of the Peter & Pamela Petropoulos Trust. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a range of advisory programs across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary management approaches.

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) Business exit / sale strategy General retirement planning Wealth management

Occupation focus

Based on Oppenheimer

Executive Founder/Business Owner

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Fee options

Fixed

Financial planning fees up to $10,000 depending on complexity; updates and other services at negotiated rates

Percentage

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

Commissions

FAM accounts charge commissions on certain transactions; Alpha program charges commissions on transactions executed by Oppenheimer as per standard commission table

Other

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)

Location

See office

Plymouth, MI

1007 W. Ann Arbor Trail, Suite 150

Plymouth MI 48170

Advisors at this office

5

Most active in

Michigan

Work history

27 years of industry experience

Oppenheimer

1999 - Present • 27 years

Plymouth, MI

Disclosures

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

Business activities & affiliations

user avatar

Robert H

Series 66

Ann Arbor, MI

Wells Fargo Clearing

Robert Henry is a financial advisor with Wells Fargo Clearing in Ann Arbor, MI, holding a Series 66 designation and 19 years of industry experience. His prior experience includes roles at Stifel Nicolaus & Co Inc and Citigroup Global Markets. Outside of his advisory work, he serves on the Advisory Council for the Mott and Voigtlander Children's Hospital in Ann Arbor, where he participates in event planning. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Retired Founder/Business Owner
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Louis B

Series 63

Farmington, MI

J.P. Morgan Securities

Louis Bader is a CFP®-credentialed financial advisor with 18 years of industry experience, currently serving at J.P. Morgan Securities. He has worked at J.P. Morgan Securities since 2013. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors.

Wealth management Executive Founder/Business Owner
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Eldin F

Series 63, Series 65

Southfield, MI

Sterling Advisory Group LLC

Eldin Foco is a financial advisor at Sterling Advisory Group LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including CIG Capital Advisors and Cco Investment Services Corp. since 2012. Sterling Advisory Group provides portfolio management, financial planning, and retirement-plan consulting to individuals, families, trusts, foundations, businesses, and employer-sponsored plans. The firm manages client accounts on a tailored basis and also serves institutional clients, offering a range of strategic investment models that emphasize asset allocation, diversification, and Shariah-compliant selection.

ESG / Sustainable investing Private / alternative investments Equity compensation tax strategy Business succession planning Retirement income strategy Founder/Business Owner Executive Values-based investing
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Daniel S

Series 63, Series 65

Bingham Farms, MI

Octo Capital, LLC

Daniel Shub is a financial advisor at Octo Capital, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been managing Octo Capital since 2015. In addition to his advisory role, he is the managing member of Shub & Company LLC, a life and health insurance agency, and Gold Star Insurance Group LLC, a property and casualty insurance agency. Octo Capital provides investment advisory, portfolio management, financial planning, and consulting services to individuals, families, retirement plans, trusts, foundations, and charitable organizations. The firm’s investment approach is long-term and based on Modern Portfolio Theory, utilizing diversified allocations primarily through mutual funds and ETFs, with discretionary portfolio management and regular monitoring.

Tax-loss harvesting Retirement income strategy Income planning Equity compensation tax strategy Charitable giving & philanthropy Executive
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Philip T

CFP®, Series 66

Ann Arbor, MI

Tribble Financial Planning

Philip Tribble is a CFP® professional with nine years of industry experience, currently operating Tribble Financial Planning in Ann Arbor, MI. He previously worked at Arbor Trust Wealth Advisors and AXA Network. Outside of financial advising, he serves as a paid high school football official in Michigan, a role he has held intermittently over the past nine years. Tribble Financial Planning is an independent, fee-only advisory firm focused on financial planning for individual clients through both ongoing and project-based engagements. The firm emphasizes comprehensive written plans covering retirement, tax, estate, and other areas, providing investment analysis and asset allocation recommendations without managing client assets or custody.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Charitable giving & philanthropy
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Imodu K

Series 65

Birmingham, MI

Noya Investment Advisors LLC

Imodu Kerobo is a Series 65-licensed advisor at Noya Investment Advisors LLC with one year of industry experience. His career includes roles at Sterling Partners and entrepreneurial ventures such as DVI Training LLC and Premium Business Research LLC. Noya Investment Advisors LLC serves individuals, high-net-worth clients, trusts, estates, business entities, and employer-sponsored retirement plans, offering portfolio management, retirement-plan advisory, financial planning, and business consulting. The firm employs a fundamental analysis and modern portfolio theory approach through custom model portfolios and provides institutional pension consulting and discretionary management services for employer plans.

Retirement plans for business owners (SEP, solo 401k) Business Financial Management Cash flow / budgeting General retirement planning
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