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Noah Bylsma

10 Years of Experience
Portland, OR
Broker

Noah Bylsma is a registered investment advisor at Stancorp Investment Advisers, INC., based in Portland, OR, with 10 years of industry experience. Noah 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

Portland, OR

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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
Previous Registrations
Stancorp Investment Advisers, INC.
August 2024 - March 2026 · 1 yr 7 mos
Fisher Investments
October 2022 - July 2024 · 1 yr 9 mos
Commonwealth Financial Network
March 2021 - September 2022 · 1 yr 6 mos
Exams
No exam information available for this advisor.
Noah Bylsma - Financial Advisor | TrueAdvisor