Leawood, KS Mission Farms Office

William Anderson is a financial advisor with Oppenheimer, holding a Series 63 designation and 41 years of industry experience. He has worked at Oppenheimer since 2009, following tenures at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. 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, including strategic and tactical asset allocation and manager selection, delivered on both discretionary and non-discretionary bases.

Marla Hart is a financial advisor with Oppenheimer and Co. Inc, holding a Series 66 designation and nine years of industry experience. She has been with Oppenheimer since 2017. 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 range of programs including asset management, consulting, and retirement services, with advisory solutions that span equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary approaches.

Steven Sterner is a financial advisor at Oppenheimer with 32 years of industry experience. He holds Series 63 and Series 65 designations and has been with Oppenheimer since 2009, following roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a broad range of advisory programs and services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.

Derek Louderbaugh is a financial advisor at Oppenheimer with a Series 66 designation and currently has less than one year of industry experience. Prior to joining Oppenheimer, he worked as a veterinarian and a self-employed beef cattle farmer. 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 range of programs including asset management, consulting, and retirement services, with advisory services spanning equity, balanced, and fixed-income portfolios on both discretionary and non-discretionary bases.

John Shelton is a financial advisor at Oppenheimer with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2003, following five years at Piper Sandler & Co. Outside of his advisory work, Shelton volunteers as a tutor for math and science through the Navy Reserve Building Association. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a broad range of programs and advisory services with both discretionary and non-discretionary management, maintaining custody of client assets while operating its broker-dealer and advisory businesses.

Dane Broadie is a financial advisor at Oppenheimer with 14 years of industry experience. He holds the CFP® certification along with Series 63 and Series 66 licenses. His prior work history includes roles at Rhino Financial, Perspectives Financial, Allstate Insurance, Legacy Financial Strategies, LPL Financial, and Equity Services. Oppenheimer serves a wide range of clients including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides diverse investment and advisory programs, offering both discretionary and non-discretionary services across equity, balanced, and fixed-income portfolios.

James Azeltine is a financial advisor with Oppenheimer who holds Series 63 and Series 65 licenses and has 39 years of industry experience. His career includes twelve years at Oppenheimer, eleven years at Wells Fargo Clearing, and a year with Prudential Equity Group. 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 across discretionary and non-discretionary services, employing strategic and tactical asset allocation, manager selection, and regular portfolio reviews.

James Louderbaugh is a financial advisor at Oppenheimer with 42 years of industry experience. He has held his current role since 2009 and previously worked at Citigroup Global Markets from 1995 to 2009. Outside of his advisory work, he is involved in a family farm business where he raises livestock and oversees residential construction, and he also serves as a trustee managing a college savings trust. Oppenheimer serves a wide range of clients including individuals, corporations, and nonprofit organizations, offering diverse investment programs with both discretionary and non-discretionary advisory services. The firm supports multiple portfolio strategies and maintains custody of client assets while operating as both a broker-dealer and investment adviser.