Kenneth Schlosser
Kenneth Schlosser is a registered investment advisor at Stancorp Investment Advisers, INC., based in Walnut Creek, CA, with 19 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
1600 Riviera Ave, Ste 350, Walnut Creek, CA, 94596
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kenneth is associated with Standard Retirement Services, StanCorp Investment Advisers, and Standard Insurance Company, all subsidiaries of Standard Financial Group. He spends all of his time providing information about retirement plan-related products and services offered by these companies to third-party retirement plan service providers.
Employment History
Current Registrations
Stancorp Investment Advisers, INC.
Stancorp Equities, INC.
Stancorp Equities, INC.Broker
Previous Registrations
Financial Telesis INCBroker
Lincoln Financial Advisors CorporationBroker
State Registrations6 states
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