Mark Lamontagne
Mark Lamontagne is a registered investment advisor at Stancorp Investment Advisers, INC., based in Portland, OR, with 24 years of industry experience. Mark 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.
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Mark is associated with Standard Retirement Services and StanCorp Investment Advisers, subsidiaries of Standard Financial Group. He spends 100% of his 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
M Holdings Securities, INC.
M Holdings Securities, INC.Broker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations8 states
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