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Bradley Weber

16 Years of Experience
BrokerSells Insurance

Bradley Weber is a registered investment advisor at Stancorp Investment Advisers, INC., based in Highlands Ranch, CO, with 16 years of industry experience. Bradley 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

Highlands Ranch, CO

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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 ActivitiesSells Insurance

Bradley is associated with Standard Retirement Services, StanCorp Investment Advisers, and Standard Insurance Company, all subsidiaries of Standard Financial Group. Bradley 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.
December 2017 - Present · 8 yrs 4 mos
Stancorp Equities, INC.
November 2017 - Present · 8 yrs 5 mos
Stancorp Equities, INC.Broker
November 2017 - Present · 8 yrs 5 mos
Previous Registrations
Brinker Capital INC
July 2014 - November 2017 · 3 yrs 4 mos
Brinker Capital Securities, INC.Broker
June 2014 - November 2017 · 3 yrs 5 mos
Adp Broker-Dealer, INC.Broker
July 2009 - April 2014 · 4 yrs 9 mos
State Registrations2 states
COWY
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.
Bradley Weber - Financial Advisor | TrueAdvisor