Lisa Hayes
Lisa Hayes is a registered investment advisor at Stancorp Investment Advisers, INC., based in Tualatin, OR, with 32 years of industry experience. Lisa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 103,728 clients with $34B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
StanCorp Investment Advisers provides investment advice to retirement plans and their participants. They offer various asset allocation models, including Target Risk, Guided Portfolios, and Target Age Portfolios. They also offer Mainspring Managed, a discretionary asset allocation program. No portfolio management fees are charged for the firm's investment models. Fees for investment advisory services will not exceed 0.06% of the value of the plan assets. Participants in Mainspring Managed may be subject to a monthly fee schedule.
Location
Tualatin, OR
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lisa dedicates all of her time during business hours to providing information about retirement plan-related products and services offered by The Standard. She also serves as the unpaid, volunteer Treasurer for her homeowners association, a position limited to bookkeeping duties.
Employment History
Current Registrations
Stancorp Investment Advisers, INC.
Stancorp Equities, INC.
Stancorp Equities, INC.Broker
Previous Registrations
Stancorp Equities, INC.Broker
Wells Fargo Advisors, LLCBroker
Piper Jaffray & CO.Broker
Laughlin Group Advisors, INC.Broker
Marketing One Securities, INC.Broker
Fidelity Brokerage Services, INC.Broker
Dain Bosworth IncorporatedBroker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.