Wichita, KS Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Oppenheimer
Enterprise
Firm-wide stats for Oppenheimer
About
Oppenheimer is a registered investment adviser and broker-dealer that serves individuals (including high net worth clients), corporations, pension and profit‑sharing plans, charitable organizations, pooled investment vehicles and IRAs. The firm offers a broad set of programs — including Fahnestock Asset Management (FAM), Alpha, consulting and retirement services, Preference and financial planning — delivered on both discretionary and non‑discretionary bases.
Advisory services span equity, balanced and fixed‑income portfolios and use strategic and tactical asset allocation, manager selection and periodic portfolio reviews; suitability reviews and branch manager oversight are part of the account‑approval and monitoring process. Consulting and retirement engagements are typically non‑discretionary and involve development of investment policy statements, asset allocation guidance and performance reporting tailored to each client’s objectives.
What is noteworthy compared with many enterprise peers is that Oppenheimer maintains custody of client assets as a qualified custodian while also operating its broker‑dealer and advisory businesses, and it reports a larger share of its advisory assets as non‑discretionary (about $22.48 billion of $36.71 billion managed). The firm also operates commission‑based advisory programs (for example, certain FAM and Alpha accounts) and runs a firm sweep program for uninvested cash that generates additional compensation to the firm, a potential conflict disclosed in its brochure.
Based on Oppenheimer
Expertise
Based on Oppenheimer
Location
1223 North Rock Road, Bldg F, Suite 200
Wichita KS 67206
Advisors at this office
2
Advisors at this office
Gregory C
Series 63, Series 66
Wichita, KS
Oppenheimer
Gregory Chinn is a financial advisor at Oppenheimer with 41 years of industry experience. He holds Series 63 and Series 66 designations and has been with Oppenheimer since 2008. His prior experience includes 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 IRAs. The firm offers a wide range of investment and consulting services, with an emphasis on both discretionary and non-discretionary account management and maintains custody of client assets as a qualified custodian.
Andrew K
Series 66
Wichita, KS
Oppenheimer
Andrew Koontz is a financial advisor at Oppenheimer with three years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Motion Industries. Outside of his advisory role, Koontz co-owns a family LLC involved in real property maintenance and management. Oppenheimer serves a diverse client base including individuals, corporations, and charitable organizations, offering a range of investment advisory and brokerage services. The firm provides both discretionary and non-discretionary portfolio management, with an emphasis on strategic asset allocation and comprehensive financial planning.
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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")