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Bill Galanis

14 Years of Experience
BrokerSells Insurance

Bill Galanis is a registered investment advisor at Stancorp Investment Advisers, INC., based in Schaumburg, IL, with 14 years of industry experience. Bill 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

300 Martingale Rd, Ste 460, Schaumburg, IL, 60173

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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

Bill is associated with Standard Retirement Services, an investment adviser representative, and an insurance producer appointed with Standard Insurance Company. He dedicates all of his time to providing information about retirement plan-related products and services offered by The Standard to third-party retirement plan service providers.

Employment History
Current Registrations
Stancorp Investment Advisers, INC.
August 2011 - Present · 14 yrs 8 mos
Stancorp Equities, INC.Broker
May 2011 - Present · 14 yrs 11 mos
Stancorp Equities, INC.
May 2011 - Present · 14 yrs 11 mos
State Registrations8 states
COIAILMIMNNDSDWI
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.