East Lansing, MI Office

Team
Updated today

Client AUM

$22,582,544,651

Clients

37,047

Advisors

9

Of 1,159 advisors across 158 offices

Location

1400 Abbott Road, Suite 140

East Lansing MI 48823

Advisors at this office

9

Advisors at this office

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Thomas D

Series 63, Series 65

East Lansing, MI

Oppenheimer

Thomas Dudley Jr. is a financial advisor with Oppenheimer in East Lansing, MI, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. He has been with Fahnestock & Co., Inc. since 1999. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, retirement services, and private-fund management. The firm’s advisors employ strategic and tactical asset allocation, manager selection, and various investment vehicles, with client objectives documented and accounts reviewed periodically.

Retirement plans for business owners (SEP, solo 401k) Wealth management Active portfolio management Executive Founder/Business Owner
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Noah T

Series 66

East Lansing, MI

Oppenheimer

Noah Timm is a financial advisor at Oppenheimer with five years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer since 2020. Prior to his current role, he held positions outside the financial sector, including at Williams Auto World and Superior Machine and Tool. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a range of advisory programs including portfolio management, consulting, and financial planning. The firm manages approximately $36.7 billion in assets across various strategies, combining commission-based and asset-based fee programs.

Retirement plans for business owners (SEP, solo 401k) Wealth management Active portfolio management Executive Founder/Business Owner
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Brian F

Series 66

East Lansing, MI

Oppenheimer

Brian Franke is a financial advisor at Oppenheimer with five years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer since 2020. Prior to his current role, he spent 28 years at Delta Dental Plan of Michigan and three years at Michigan State University. Outside of his advisory work, Franke serves as treasurer for Lansing Cityzens, a private club for fans of the Manchester City soccer team. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services. The firm’s investment approach includes strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Retirement plans for business owners (SEP, solo 401k) Wealth management Active portfolio management Executive Founder/Business Owner
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Mark W

Series 66

East Lansing, MI

Oppenheimer

Mark Wickard Jr. is a financial advisor at Oppenheimer with a Series 66 designation and two years of industry experience. He has worked at Oppenheimer since 2023 and was self-employed from 2020 to 2023. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation alongside various investment strategies tailored to client objectives.

Retirement plans for business owners (SEP, solo 401k) Wealth management Active portfolio management Executive Founder/Business Owner
user avatar

Kevin C

Series 63, Series 65

East Lansing, MI

Oppenheimer

Kevin Crosser is a financial advisor with Oppenheimer in East Lansing, MI, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Fahnestock & Co. Inc. since 2003. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, retirement services, and financial planning. The firm employs strategic and tactical asset allocation, manager selection, and a variety of investment vehicles to construct client solutions, with a notable role as a qualified custodian and a mix of discretionary and non-discretionary management programs.

Retirement plans for business owners (SEP, solo 401k) Wealth management Active portfolio management Executive Founder/Business Owner
user avatar

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 been with Oppenheimer since 2017, following a two-year tenure at Cantor Fitzgerald & Co. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm provides a range of advisory and brokerage services, employing strategic and tactical asset allocation alongside various investment strategies tailored to client objectives.

Retirement plans for business owners (SEP, solo 401k) Wealth management Active portfolio management Executive Founder/Business Owner
user avatar

Tobias T

Series 63, Series 66

East Lansing, MI

Oppenheimer

Tobias Timm is a financial advisor with Oppenheimer in East Lansing, MI, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. Prior to joining Oppenheimer in 2017, he worked at Cantor Fitzgerald and Cantor Fitzgerald Wealth Partners. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans by offering a variety of advisory programs and services, including portfolio management, consulting, and financial planning. The firm employs diverse investment approaches tailored to specific programs and advisors, managing approximately $36.7 billion in assets as of year-end 2025.

Retirement plans for business owners (SEP, solo 401k) Wealth management Active portfolio management Executive Founder/Business Owner
user avatar

Mark W

Series 63, Series 65

East Lansing, MI

Oppenheimer

Mark Wickard is a financial advisor at Oppenheimer in East Lansing, MI, holding Series 63 and Series 65 designations with 40 years of industry experience. He has worked at Oppenheimer since 2017 and previously spent two years at Cantor Fitzgerald & Co. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including discretionary and non-discretionary portfolio management and financial planning. The firm employs varied investment approaches tailored to its programs and advisors, managing approximately $36.7 billion in assets as of December 31, 2025.

Retirement plans for business owners (SEP, solo 401k) Wealth management Active portfolio management Executive Founder/Business Owner
user avatar

Lucas S

Series 66

East Lansing, MI

Oppenheimer

Lucas Steuk is a financial advisor at Oppenheimer with a Series 66 credential and less than one year of industry experience. His prior roles include positions at Fidelity Investments, Mass Mutual Ascend, and Waterstreet Financial - Raymond James, as well as academic appointments at the University of Cincinnati. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs such as discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm employs diverse investment approaches including strategic and tactical asset allocation and manages approximately $36.7 billion in assets as of December 2025.

Retirement plans for business owners (SEP, solo 401k) Wealth management Active portfolio management Executive Founder/Business Owner
View complete list of advisors at this office
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