Calvin Oppermann, financial advisor Elkhart Lake WI
96 score

Calvin Oppermann

CRD Number: 1016489
Current Firm: Principal Securities, Inc.

Calvin Oppermann (CRD# 1016489) is an Investment Advisor Representative working at Principal Securities, Inc. in Elkhart Lake, WI and has over 34 years of experience in the finance industry. Calvin Oppermann has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Brian Ruh, financial advisor Elkhart Lake WI
Brian P. Ruh
CRD# 1970199
Eagle Strategies LLC
Score
98
Similar Advisors
Theodore Baszler, financial advisor Elkhart Lake WI
Theodore D. Baszler
CRD# 1793591
Raymond James Financial Services Advisors, Inc.
Score
96
Similar Advisors
Bradley Benz, financial advisor Elkhart Lake WI
Bradley E. Benz
CRD# 2466728
Schaper Benz & Wise Investment Counsel Inc.
Score
96
Professional Designations
Company Name Location Dates Years
Principal Life Insurance Des Moines, IA Jul 1998 - Current 18
Princor Financial Services Corporation Des Moines, IA Oct 1996 - Current 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1982
Contact Info for Calvin V. Oppermann
Phone Number: 888-774-6267
Firm Website: http://www.principal.com
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    1,622
    MILLIONS
  • Total Number of Accounts
    15,486
    ACCOUNTS
  • Average Account Value
    $104,766
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Calvin Oppermann and other advisors.
BADGES
96
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.