Christopher WolfeCRD Number: 3048423
Current Firm: Stancorp Investment Advisers, Inc.
Christopher Wolfe (CRD# 3048423) is an Investment Advisor Representative working at Stancorp Investment Advisers, Inc. in Portland, OR and has over 16 years of experience in the finance industry.
Secondhalf Planning & Investment, LLC
Smb Financial Services, Inc.
Cable Hill Partners, LLC
|Stancorp Investment Advisers, Inc.||Portland, OR||Apr 2007 - Current||11|
|Stancorp Equities, Inc.||Portland, OR||Jan 2002 - Current||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2002|
|S65||NASAA Investment Advisors Law Examination||Apr 2007|
Total Assets Under Management17,250MILLIONS
Total Number of Accounts44,594ACCOUNTS
Average Account Value$386,833
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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