Five Star award winner Edgar Atnip

PROFESSIONAL PROFILE

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Edgar Atnip

Executive Director-Investments

Oppenheimer & Co Inc

6700-1 Daniels Parkway

Fort Myers, FL 33912

Office: 239-561-2330

edgar.atnip@opco.com
www.fa.opco.com/edgar.atnip

Professional Approach

This year marks the 14th consecutive year that I have been recognized as a Five Star Wealth Manager. It has been an honor and a privilege to serve a diverse range of clients for over 30 years. As a financial advisor, I offer both brokerage and advisory services. When providing advisory services, I act as a fiduciary, beginning with a thorough evaluation of my clients’ needs and investment goals.

This award is given to wealth managers with the highest overall client satisfaction scores from a survey conducted by HOUR Detroit magazine and Crescendo Business Services. Survey respondents included individuals from high-net-worth households, as well as professionals in the financial services industry, who were asked to evaluate wealth managers they have worked with personally. He was evaluated on the following criteria by clients: customer service, integrity, knowledge/expertise, communication, value for the fee charged, meeting financial objectives, post-sale service, quality of recommendations, and overall satisfaction. His peers’ evaluations were based on integrity, knowledge/experience, and overall reputation. His background was also reviewed for regulatory or civil judicial actions, as well as customer complaints reported by various regulatory agencies.

Edgar has been a Financial Advisor focusing on investments such as mutual funds, common and preferred stocks, U.S. government securities, corporate bonds, CDs, money markets, individual and company retirement plans, alternative investments, private client services, and professional money management.

Edgar is licensed in the following states: AL, AZ, CA, CO, DC, FL, IN, KS, MD, MI, NV, NH, NY, NC, OH, OK, RI, SC, TN, TX, VA, and WV.

Edgar has a Bachelor’s Degree in Business Administration from Wayne State University, with continuing education as required by the FCC and FINRA.

Edgar states his business philosophy as follows: “My responsibility as your Financial Advisor is to help you develop and maintain a well-balanced retirement plan. I believe that my service to you will be second to none.”

He further emphasizes his commitment to clients: “First and foremost, I strive for integrity and transparency with each client. I value personal, one-on-one periodic reviews with my clients, either via phone or in person.

My desire is to find the best financial plan for each client and to clearly communicate and monitor that plan for the continued financial success of that client.”

Please feel free to contact me if I can be of any assistance to you.

See Accomplishments

This award was issued on 05/01/2025 by Five Star Professional (FSP) for the time period 08/21/2024 through 02/28/2025. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 3715 Detroit-area wealth managers were considered for the award; 289 (8 % of candidates) were named 2025 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2024: 3,651, 278, 8%, 5/1/24, 9/5/23 - 2/29/24; 2023: 3,550, 312, 8.7%, 5/1/23, 9/5/22 - 3/3/23; 2022: 3273, 304, 9%, 5/1/22, 9/3/21 - 3/11/22; 2021: 3260, 275, 8%, 5/1/21, 8/10/20 - 3/19/21; 2020: 3105, 284, 9%, 5/1/20, 8/1/19 - 3/20/20; 2019: 2987, 347, 12%, 5/1/19, 8/21/18 - 3/19/19; 2018: 3069, 322, 10%, 5/1/18, 8/30/17 - 3/19/18; 2017: 1836, 356, 19%, 5/1/17, 8/24/16 - 2/24/17; 2016: 1961, 630, 32%, 4/1/16, 10/22/15 - 3/9/16; 2015: 2238, 627, 28%, 5/1/15, 10/22/14 - 3/9/15; 2014: 3448, 658, 19%, 5/1/14, 10/22/13 - 3/9/14; 2013: 2762, 749, 27%, 5/1/13, 10/22/12 - 3/9/13; 2012: 2658, 745, 28%, 5/1/12, 10/22/11 - 3/9/12.

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Oppenheimer Asset Management Inc. and Oppenheimer & Co. Inc. are both indirect, wholly owned subsidiaries of Oppenheimer Holdings Inc. Oppenheimer & Co. Inc. Transacts Business on all Principal Exchanges and Member SIPC.

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.