Stancorp Investment Advisers, Inc.

Stancorp Investment Advisers, Inc. (CRD# 110228) is a financial advisory firm headquartered in Portland, OR. They manage $15,404,000,000 in 40,368 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    15,404
    MILLION
  • Total Number of Accounts
    40,368
    ACCOUNTS
  • Average Account Value
    $381,589
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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, VI, VT, WA, WI, WV

Financial Advisors at Stancorp Investment Advisers, Inc.
Showing 1 - 10 of 97 top financial advisors.
1
Michael S. Flahaven
CRD#: 1406938
300 N Martingale Rd, Ste 460, Schaumburg, IL 60173
96
Wealthminder
score

Michael Flahaven (CRD# 1406938) is an Investment Advisor Representative working at Stancorp Investment Advisers, Inc. in Schaumburg, IL and has over 29 years of experience in the finance industry. Michael Flahaven has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Maria E. Gonzalez
CRD#: 2912591
1100 Sw 6th, P9, Portland, OR 97204
96
Wealthminder
score

Maria Gonzalez (CRD# 2912591) is an Investment Advisor Representative working at Stancorp Investment Advisers, Inc. in Portland, OR and has over 20 years of experience in the finance industry.

3
Steven M. Loseff
CRD#: 1177318
312 Plum Street, Suite 950, Cincinnati, OH 45202
96
Wealthminder
score

Steven Loseff (CRD# 1177318) is an Investment Advisor Representative working at Stancorp Investment Advisers, Inc. in Cincinnati, OH and has over 23 years of experience in the finance industry. Steven Loseff has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Grant B. Lowes
CRD#: 2595615
1001 Sw Fifth Avenue, Suite 1350, Portland, OR 97204
96
Wealthminder
score

Grant Lowes (CRD# 2595615) is an Investment Advisor Representative working at Stancorp Investment Advisers, Inc. in Portland, OR and has over 9 years of experience in the finance industry.

5
Kendell B. Adler
CRD#: 4592220
312 Plum Street, Ste 950, Cincinnati, OH 45202
93
Wealthminder
score

Kendell Adler (CRD# 4592220) is an Investment Advisor Representative working at Stancorp Investment Advisers, Inc. in Cincinnati, OH and has over 15 years of experience in the finance industry.

6
Zaur Akhriev
CRD#: 5544163
1100 Sw Sixth Avenue, Portland, OR 97204
93
Wealthminder
score

Zaur Akhriev (CRD# 5544163) is an Investment Advisor Representative working at Stancorp Investment Advisers, Inc. in Portland, OR and has over 9 years of experience in the finance industry.

7
Kelly C. Amato
CRD#: 2426423
1600 Riviera, Suite 350, Walnut Creek, CA 94549
93
Wealthminder
score

Kelly Amato (CRD# 2426423) is an Investment Advisor Representative working at Stancorp Investment Advisers, Inc. in Walnut Creek, CA and has over 20 years of experience in the finance industry.

8
Robert A. Baumgarten
CRD#: 4290487
3900 E. Mexico Avenue, Suite 500, Denver, CO 80210
93
Wealthminder
score

Robert Baumgarten (CRD# 4290487) is an Investment Advisor Representative working at Stancorp Investment Advisers, Inc. in Denver, CO and has over 16 years of experience in the finance industry.

9
Brian E. Beck
CRD#: 4446626
4350 W Cypress Street, Suite 920, Tampa, FL 33607
93
Wealthminder
score

Brian Beck (CRD# 4446626) is an Investment Advisor Representative working at Stancorp Investment Advisers, Inc. in Tampa, FL and has over 15 years of experience in the finance industry.

10
Jeffrey M. Belton
CRD#: 4879744
2745 N Dallas Parkway, Suite 400, Plano, TX 75093
93
Wealthminder
score

Jeffrey Belton (CRD# 4879744) is an Investment Advisor Representative working at Stancorp Investment Advisers, Inc. in Plano, TX and has over 12 years of experience in the finance industry.

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