Douglas Kline
Douglas Kline is a registered investment advisor at Oppenheimer & CO. INC., based in Frankenmuth, MI, with 37 years of industry experience. Douglas is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 39,036 clients with $37B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum asset-based fees are up to 2.5% for the FAM program and up to 2.25% for the Preference program. Fees vary by program and are negotiable.
Fee Estimator
Location
130 Mayer Road, Frankenmuth, MI, 48734
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2026Other Business Activities
Douglas is a partner/landowner/landlord for Triple K Farm, a farmland rental business, since 2020. He spends minimal time on this activity, collecting rent once per year.
Employment History
Current Registrations
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Previous Registrations
First of Michigan CorporationBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
First Investors CorporationBroker
State Registrations18 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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