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Bill Galanis

15 Years of Experience
Northbrook, IL
BrokerSells Insurance

Bill Galanis is a registered investment advisor at Stancorp Investment Advisers, INC., based in Northbrook, IL, with 15 years of industry experience. Bill is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 96,128 clients with $35B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
76 advisors
Number of Clients
96,128 clients
Average Client Portfolio
$359K average
Assets Under Management
$34.5B

Fee Structure

Investment management only (planning not offered)

StanCorp Investment Advisers does not charge investment advisory fees directly to individual retail clients. Instead, fees for retirement plan services are typically bundled with administrative and recordkeeping fees charged by an affiliated recordkeeper, Standard Retirement Services. For investment advisory services provided to retirement plans, fees will not exceed 0.06% of the value of the plan assets. Participants enrolled in the Mainspring Managed program may be subject to a monthly fee schedule depending on their account balance:

  • $0 to $5,000 — $0 per month
  • $5,000 to $10,000 — $5 per month
  • $10,000 and above — $10 per month These monthly fees do not apply if the program is selected as the default investment alternative for the plan.
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Location

Northbrook, IL

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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 · 15 yrs 2 mos
Stancorp Equities, INC.
May 2011 - Present · 15 yrs 5 mos
Stancorp Equities, INC.Broker
May 2011 - Present · 15 yrs 5 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.
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