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Albert Kolb Maixner

14 Years of Experience
Broker
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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Employment History
Current Registrations
Stancorp Equities, INC.
February 2024 - Present · 2 yrs
Stancorp Investment Advisers, INC.
February 2024 - Present · 2 yrs
Stancorp Equities, INC.Broker
February 2024 - Present · 2 yrs
Previous Registrations
Principal Securities, INC.
June 2014 - September 2022 · 8 yrs 3 mos
Principal Securities, INC.Broker
June 2014 - September 2022 · 8 yrs 3 mos
Wells Fargo Advisors, LLC
June 2013 - April 2014 · 10 mos
Wells Fargo Advisors, LLCBroker
June 2013 - April 2014 · 10 mos
Edward Jones
October 2010 - March 2013 · 2 yrs 5 mos
Edward JonesBroker
October 2010 - March 2013 · 2 yrs 5 mos
Edward Jones
December 2009 - August 2010 · 8 mos
Edward JonesBroker
November 2009 - August 2010 · 9 mos
State Registrations1 state
MO
AdvisorBrokerBoth
Exams
No exam information available for this advisor.