Kenneth Waineo
Kenneth Waineo is a registered investment advisor at Stancorp Investment Advisers, INC., based in Portland, OR, with 24 years of industry experience. Kenneth 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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Kenneth is a registered investment advisor representative with Stancorp Investment Advisers, Inc. since 2013. He spends about 10-15 hours weekly on investment-related advisory work and acts in an internal sales capacity.
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
CBIZ Financial Solutions, INC.Broker
Securities America, INC.Broker
State Registrations1 state
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