Kenneth Schlosser (CRD# 5226296) is an Investment Advisor Representative working at Stancorp Investment Advisers, Inc. in Walnut Creek, CA and has over 16 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Stancorp Equities, Inc. | Walnut Creek, CA | Jan 2011 - Current | 13 |
| Standard Retirement Services | Walnut Creek, CA | Jan 2011 - Current | 13 |
| Stancorp Investment Advisers, Inc. | Walnut Creek, CA | Jan 2011 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2007 |
| S65 | NASAA Investment Advisors Law Examination | May 2009 |
- CA
-
Total Assets Under Management34,385MILLIONS
-
Total Number of Accounts126,310ACCOUNTS
-
Average Account Value$272,229
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
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, WY
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