Erik Justin Prest

Employer firm

Stancorp Investment Advisers, Inc. CRD 110228

$34.5B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2009 → Present
  Transamerica Retirement Services
  West Chester, OH
• 05/2009 → Present
  Diversified Investors Securities Corp.
  West Chester, OH
• 10/2016 → Present
  Standard Retirement Services, Inc.
  Cincinnati, OH
• 10/2016 → Present
  Stancorp Equities, Inc.
  Cincinnati, OH

Other Businesses

In addition to being a registered representative ("RR") of StanCorp Equities, Inc. ("SEI"), RR is associated with Standard Retirement Services ("SRS"). SRS is a retirement plan service provider that offers recordkeeping and plan administration services. SEI and SRS are subsidiaries of Standard Financial Group ("The Standard") and is 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

• S65 Uniform Investment Adviser Law Examination
  2022-09-16
• S63 Uniform Securities Agent State Law Examination
  2021-02-12