Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Thomas D
Series 63, Series 65
East Lansing, MI
Oppenheimer
Thomas Dudley Jr. is a financial advisor at Oppenheimer with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fahnestock & Co., Inc., a division of Oppenheimer, for 27 years. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and advisory services that include equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary management strategies.
Noah T
Series 66
East Lansing, MI
Oppenheimer
Noah Timm is a financial advisor at Oppenheimer with a Series 66 designation and five years of industry experience. Prior to joining Oppenheimer in 2020, he worked in the automotive and manufacturing sectors. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment programs and consulting services, maintaining custody of client assets while managing both advisory and broker-dealer businesses.
Brian F
Series 66
East Lansing, MI
Oppenheimer
Brian Franke is a financial advisor at Oppenheimer with six years of industry experience. He holds a Series 66 designation and previously worked at Michigan State University and Delta Dental Plan of Michigan. Outside of his advisory role, he serves as treasurer for Lansing Cityzens, a private club for fans of the Manchester City soccer team. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of programs including asset management, consulting, and retirement services, with advisory services that include equity, balanced, and fixed-income portfolios utilizing strategic and tactical asset allocation.
Mark W
Series 66
East Lansing, MI
Oppenheimer
Mark Wickard Jr. is a financial advisor at Oppenheimer with three years of industry experience. He holds a Series 66 designation and has previously worked as a self-employed advisor before joining Oppenheimer. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, and charitable organizations. The firm offers a broad range of investment and consulting services across equity, balanced, and fixed-income portfolios, with a notable emphasis on non-discretionary advisory assets and custody of client assets as a qualified custodian.
Kevin C
Series 63, Series 65
East Lansing, MI
Oppenheimer
Kevin Crosser is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. He has been with Fahnestock & Co. Inc., a division of Oppenheimer, for 23 years since 2003. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of investment programs and advisory services that include discretionary and non-discretionary management, strategic asset allocation, and customized retirement consulting.
Kevin L
Series 63, Series 65
East Lansing, MI
Oppenheimer
Kevin Lynch is a financial advisor at Oppenheimer with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2017, following previous roles at Cantor Fitzgerald & Co and Morgan Stanley. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a variety of investment programs and advisory services across equity, balanced, and fixed-income portfolios, combining discretionary and non-discretionary approaches with in-house custody of client assets.
Tobias T
Series 63, Series 66
East Lansing, MI
Oppenheimer
Tobias Timm is a financial advisor with Oppenheimer, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has worked at Oppenheimer since 2017 and previously held roles at Cantor Fitzgerald Wealth Partners, LLC and Cantor Fitzgerald & Co. Oppenheimer is a registered investment adviser and broker-dealer serving a diverse client base—including individuals, corporations, pension plans, and charitable organizations. The firm provides a wide range of programs and advisory services spanning equity, balanced, and fixed-income portfolios, with an emphasis on both discretionary and non-discretionary management.
Mark W
Series 63, Series 65
East Lansing, MI
Oppenheimer
Mark Wickard is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at Cantor Fitzgerald & Co, Morgan Stanley, and Wells Fargo Clearing. He is based in East Lansing, MI. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a variety of programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.
Lucas S
Series 66
East Lansing, MI
Oppenheimer
Lucas Steuk is a financial advisor at Oppenheimer with Series 66 credentials and less than one year of industry experience. His prior work includes roles at the University of Cincinnati, Kroger Co., Covia Corp, Mass Mutual Ascend, Fidelity Investments, Waterstreet Financial - Raymond James, Cedar Fairs Entertainment Co., and Huron High School. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs including asset management, consulting, retirement services, and financial planning, utilizing both discretionary and non-discretionary approaches and maintaining custody of client assets as a qualified custodian.
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”)
Finding advisors...
Find a financial advisor
Based on your filters