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Current Employers
Stancorp Investment Advisers, Inc.

1100 Sw Sixth Avenue, Portland, OR 97204 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2011-08-01
  • IL RA
    APPROVED
    Since 2011-08-01

Branch Locations

300 Martingale Rd, Ste 460, Schaumburg, IL 60173 • United States

Northbrook, IL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Standard Retirement Services Schaumburg IL 04/2011 Present
Stancorp Equities, Inc. Schaumburg IL 04/2011 Present
Stancorp Investment Advisers, Inc. Schaumburg IL 08/2011 Present
  • 04/2011 → Present
    Standard Retirement Services
    Schaumburg, IL
  • 04/2011 → Present
    Stancorp Equities, Inc.
    Schaumburg, IL
  • 08/2011 → Present
    Schaumburg, IL
Other Businesses

In addition to being a registered representative ("RR") of StanCorp Equities, Inc. ("SEI"), RR is associated with Standard Retirement Services ("SRS"), an investment adviser representative of StanCorp Investment Advisers, Inc. ("SIA"), and an insurance producer appointed with Standard Insurance Company ("SIC"). SRS is a retirement plan service provider that offers recordkeeping and plan administration services, SIA offers investment advice to retirement plan sponsors and plan participants, and SIC is a manufacturer of insurance products, including a fixed group annuity insurance product used by retirement plans as a funding vehicle. SEI, SRS, SIA and SIC (collectively "The Standard") are subsidiaries of Standard Financial Group and are located at 1100 SW 6th Avenue, Portland, OR. RR devotes 100% of their time during normal business hours to provide information about the retirement plan-related products and services offered by The Standard to unaffiliated third party retirement plan service providers, including broker/dealers and investment advisers, to enable them to sell to and support the needs of their customers.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-07-29
S63 Uniform Securities Agent State Law Examination 2011-06-10
  • S65 Uniform Investment Adviser Law Examination
    2011-07-29
  • S63 Uniform Securities Agent State Law Examination
    2011-06-10

View on SEC IAPD

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