Shannon Divalerio
Shannon Divalerio is a registered investment advisor at Stancorp Investment Advisers, INC., based in Portland, OR, with 28 years of industry experience. Shannon 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
1100 SW Sixth Avenue, Portland, OR, 97204
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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 ActivitiesSells Insurance
Shannon is associated with Standard Retirement Services and an investment adviser representative of StanCorp Investment Advisers, Inc. Shannon is also an insurance producer appointed with Standard Insurance Company, dedicating all of her time to providing information about retirement plan-related products and services.
Employment History
Current Registrations
Stancorp Investment Advisers, INC.
Stancorp Equities, INC.Broker
Stancorp Equities, INC.
Previous Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Transamerica Retirement Advisors, LLC
Transamerica Investors Securities CorporationBroker
M Holdings Securities, INC.Broker
Gwfs Equities, INC.Broker
Vanguard Marketing CorporationBroker
State Registrations51 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.