MN
MN

Matthew Noska

29 Years of Experience
Middletown, CT
Broker

Matthew Noska is a registered investment advisor at Stancorp Investment Advisers, INC., based in Middletown, CT, with 29 years of industry experience. Matthew 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
76 advisors
Number of Clients
103,728 clients
Average Client Portfolio
$324K average
Assets Under Management
$33.6B

Fee Structure

Investment management only (planning not offered)

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.

Loading...

Location

Middletown, CT

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Matthew umpires youth baseball games, middle school, JV, and high school baseball games, dedicating a few hours per week. He also spends all of his time during business hours providing information about retirement plan-related products and services offered by The Standard to unaffiliated third party retirement plan service providers.

Employment History
Current Registrations
Stancorp Investment Advisers, INC.
January 2010 - Present · 16 yrs 4 mos
Stancorp Equities, INC.
January 2010 - Present · 16 yrs 4 mos
Stancorp Equities, INC.Broker
January 2010 - Present · 16 yrs 4 mos
Previous Registrations
Ing Financial Partners, INC
May 2009 - November 2009 · 6 mos
Ing Financial Partners, INC.Broker
April 2009 - November 2009 · 7 mos
Citigroup Global Markets INC.
September 2005 - May 2009 · 3 yrs 8 mos
Citigroup Global Markets INC.Broker
September 2005 - May 2009 · 3 yrs 8 mos
Ing Financial Advisers, LLCBroker
March 2001 - September 2005 · 4 yrs 6 mos
Cigna Financial Services, INC.Broker
November 1997 - February 2001 · 3 yrs 3 mos
Pruco Securities CorporationBroker
December 1995 - November 1997 · 1 yr 11 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.