Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
79 advisors
Number of Clients
103,728 clients
Average Client Portfolio
$324K average
Assets Under Management
$33.6B

Fee Structure

Financial Planning:Investment management only
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Location

1100 SW Sixth Avenue, Portland, OR, 97204

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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.

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Other Business Activities

Brian is associated with Standard Retirement Services and StanCorp Investment Advisers, subsidiaries of Standard Financial Group. He dedicates all of his time during business hours to providing information about retirement plan-related products and services offered by The Standard to third-party retirement plan service providers.

Employment History
Current Registrations
Stancorp Investment Advisers, INC.
December 2015 - Present · 10 yrs 2 mos
Stancorp Equities, INC.
December 2015 - Present · 10 yrs 2 mos
Stancorp Equities, INC.Broker
December 2015 - Present · 10 yrs 2 mos
Previous Registrations
Fidelity Brokerage Services LLCBroker
January 2008 - October 2015 · 7 yrs 9 mos
Fidelity Investments Institutional Services Company, INC.Broker
November 2001 - January 2008 · 6 yrs 2 mos
State Registrations11 states
CAFLGAKYLANCNJSCTNTXUT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.