A complete list of active advisors currently associated with OPR Investment Services, LLC

Warmer can help you find a great advisor at OPR Investment Services, LLC or one who fits your needs even better.

OPR Investment Services, LLC operates solely as a solicitor, referring potential investors to third‑party registered investment advisers (the brochure cites firms such as Morgan Stanley Smith Barney) and expressly does not provide direct investment advice or manage client accounts. The firm conducts due diligence on prospective third‑party advisers and provides clients with a Client Disclosure Agreement, while not participating in day‑to‑day servicing or taking custody of assets. In matching clients to third‑party advisers, OPR considers clients’ stated financial and investment goals and relies on the receiving adviser for ongoing portfolio management and reporting. Compensation for referrals is paid by the third‑party advisers as a share of their advisory fees; OPR discloses this arrangement, acknowledges the potential conflict of interest, and maintains written supervisory procedures and a Code of Ethics. A distinctive aspect of OPR is its affiliation with an accounting practice: the firm’s president is a Certified Public Accountant who devotes the majority of his time to Olsen & Associates and performs solicitation activities for OPR on a limited basis. Unlike most independent advisory firms, OPR does not offer portfolio management for individual clients, does not use percentage‑of‑assets‑under‑management fee arrangements, and does not operate as a conventional adviser to non‑high‑net‑worth retail clients.

To learn more about the advisors currently working at OPR Investment Services, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.