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Christopher Nelson

22 Years of Experience
Broker

Christopher Nelson is a registered investment advisor at Stancorp Investment Advisers, INC., based in Portland, OR, with 22 years of industry experience. Christopher 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
76 advisors
Number of Clients
103,728 clients
Average Client Portfolio
$324K average
Assets Under Management
$33.6B

Fee Structure

Investment management only (planning not offered)

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.

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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

Christopher is registered as an investment analyst with Stancorp Investment Advisers, Inc. He dedicates full-time hours to investment-related advisory work, providing investment research support.

Employment History
Current Registrations
Stancorp Investment Advisers, INC.
April 2007 - Present · 19 yrs
Stancorp Equities, INC.Broker
April 2007 - Present · 19 yrs
Stancorp Equities, INC.
April 2007 - Present · 19 yrs
Previous Registrations
Kms Financial Services, INC
August 2004 - February 2006 · 1 yr 6 mos
Kms Financial Services, INC.Broker
July 2002 - February 2006 · 3 yrs 7 mos
State Registrations1 state
OR
AdvisorBrokerBoth

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
No exam information available for this advisor.