Cary Weischadle
Cary Weischadle is a registered investment advisor at Stancorp Investment Advisers, INC., based in Lake Oswego, OR, with 26 years of industry experience. Cary is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 96,128 clients with $35B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
StanCorp Investment Advisers does not charge investment advisory fees directly to individual retail clients. Instead, fees for retirement plan services are typically bundled with administrative and recordkeeping fees charged by an affiliated recordkeeper, Standard Retirement Services. For investment advisory services provided to retirement plans, fees will not exceed 0.06% of the value of the plan assets. Participants enrolled in the Mainspring Managed program may be subject to a monthly fee schedule depending on their account balance:
- $0 to $5,000 — $0 per month
- $5,000 to $10,000 — $5 per month
- $10,000 and above — $10 per month These monthly fees do not apply if the program is selected as the default investment alternative for the plan.
Location
Lake Oswego, OR
Get directionsHistory
Regulatory History
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
Cary is associated with Standard Retirement Services and StanCorp Investment Advisers, subsidiaries of Standard Financial Group. Cary spends 100% of their time providing information about retirement plan products and services offered by The Standard to third-party retirement plan service providers.
Employment History
Current Registrations
Stancorp Investment Advisers, INC.
Stancorp Equities, INC.
Stancorp Equities, INC.Broker
Previous Registrations
National Financial Services LLCBroker
Bisys Fund Services Limited PartnershipBroker
Alliancebernstein Investment Research and Management, INC.Broker
Copeland Equities, INC.Broker
State Registrations1 state
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
More Advisors
- Kimberly Perreira, CFPMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Claudia Porter, CFPRfg Advisory, LLC
- Todd Caldwell, CFPCharles Schwab & CO., INC.
- Nikolaas Schuurmans, CFAWaverly Advisors, LLC
- Tracy Garcia, CFPTbg Investing
- Scott Theodorson, CFPVergepointe Wealth Management, LLC