Matthew Kochel
Advisor at Oppenheimer
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Oppenheimer
Location
Friday Harbor, WA
Credentials
Series 63, Series 65
Industry experience
28 years
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Fee options
MF/ETFs only: $10,000 - $24,999: 2.5% (FAM); 2.25% (Preference and Preference Retirement) Multi-security: $25,000 - $49,999: 2.5% (FAM); 2.25% (Preference and Preference Retirement) Multi-security: $50,000 - $99,999: 2.5% (FAM); 2.25% (Preference and Preference Retirement) Include Bonds: $100,000+: 2.5% (FAM); 2.25% (Preference and Preference Retirement)
FAM and Alpha programs charge commissions on securities transactions; commission rates may be discounted at discretion of Oppenheimer
Oppenheimer Activist Partners LP charges 1.0% per annum management fee plus 5% incentive fee on profits with high water mark
Account minimum: $10,000 Minimum fee: Minimum annual fee of $250 for Preference and FAM accounts if under $50,000; waived if account is at least $50,000 or household accounts total at least $250,000 Fee-only: Consulting and Retirement Services fees up to 1.00% per year; Financial Planning fees up to $10,000 per plan
Work history
Oppenheimer Asset Management Inc.
2003 - Present (23 years)
Oppenheimer & Co. inc.
2001 - Present (25 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
William W
Series 63, Series 65
Lopez Island, WA
Merrill
William Wheatley is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. He specializes in building wealth for clients through disciplined portfolio management, emphasizing securities of companies with steady earnings growth. His investment approach involves broad diversification across companies and industry groups. With a focus on retirement income planning for retirees and pre-retirees, wealth-building strategies for goal-oriented families and individuals, and management of company retirement plans such as 401(k), profit sharing, and defined benefit plans, Wheatley employs techniques including goals-based planning, tax-minimization strategies, portfolio risk management, and disciplined portfolio asset allocation and security selection. His client service model prioritizes communication, goal tracking, portfolio management, and personalized financial advice, supported by a team committed to attentive and reliable service. Wheatley holds a Bachelor's Degree from California State Polytechnic University and a Master's Degree from California State University. He has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Fluent in English and Spanish, Wheatley resides in Corona del Mar with his wife Teri. Outside of his professional commitments, he enjoys playing tennis, singing in the church choir, and spending time with his family.
Jeffrey P
CFA®
Eastsound, WA
Heritage Capital Advisors, LLC
Loren D
Series 63, Series 65
Friday Harbor, WA
Northwest Asset Management
Jonathan P
Series 63, Series 66
Friday Harbor, WA
Edward Jones
Laura K
Series 63, Series 65, Series 66
Eastsound, WA
Fidelity
Brian W
Series 63, Series 65
Lopez Island, WA
Robert Baird & Co.
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