SH
SH

Silvia Hansen

20 Years of Experience
Portland, OR
1 DisclosureBrokerSells Insurance

Silvia Hansen is a registered investment advisor at Stancorp Investment Advisers, INC., based in Portland, OR, with 20 years of industry experience. Silvia 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.

Loading...

Location

1100 SW Sixth Avenue, Portland, OR, 97204

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
October 2017
Final
Other Business ActivitiesSells Insurance

Silvia is associated with Standard Retirement Services, an investment adviser representative of StanCorp Investment Advisers, Inc., and an insurance producer appointed with Standard Insurance Company. She dedicates all of her time during normal business hours to providing information about retirement plan-related products and services offered by The Standard.

Employment History
Current Registrations
Stancorp Investment Advisers, INC.
April 2018 - Present · 8 yrs 1 mo
Stancorp Equities, INC.
April 2018 - Present · 8 yrs 1 mo
Stancorp Equities, INC.Broker
April 2018 - Present · 8 yrs 1 mo
Previous Registrations
Global Retirement Partners LLC
December 2017 - May 2018 · 5 mos
LPL Financial LLCBroker
November 2017 - May 2018 · 6 mos
Stancorp Investment Advisers, INC.
September 2011 - November 2017 · 6 yrs 2 mos
Stancorp Equities, INC.Broker
September 2011 - November 2017 · 6 yrs 2 mos
Prudential Investment Management Services LLCBroker
January 2011 - September 2011 · 8 mos
Stancorp Investment Advisers, INC.
November 2008 - December 2010 · 2 yrs 1 mo
Stancorp Equities, INC.Broker
April 2005 - December 2010 · 5 yrs 8 mos
State Registrations6 states
AZCAIDMNORWA
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.