Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
78 advisors
Number of Clients
103,728 clients
Average Client Portfolio
$324K average
Assets Under Management
$33.6B

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
$0+0.06%

Fees are charged by Standard Retirement Services on behalf of StanCorp Investment Advisers and will not exceed 6 basis points of the value of the plan assets.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee

StanCorp Investment Advisers does not directly charge for its services. Fees for advisory services are charged and collected on their behalf by Standard Retirement Services, and are negotiated between the plan sponsor and Standard Retirement Services. Fees for investment advisory services will not exceed 6 basis points (0.06%) of the value of the plan assets. Participants enrolled in Mainspring Managed may be subject to a monthly fee schedule: $0 for balances $0-$5,000, $5 for balances $5,000-$10,000, and $10 for balances $10,000+.

Areas of Practice
Investment ManagementRetirement Planning
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Advisor Information

Office location

1100 SW Sixth Avenue, Portland, OR, 97204

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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

Christopher is associated with Standard Retirement Services (SRS) and Standard Investment Advisers, Inc. (SIA), and is an insurance producer appointed with Standard Insurance Company (SIC). Christopher devotes all of his time during normal business hours to providing information about retirement plan-related products and services offered by The Standard.

Employment History
Current Registrations
Stancorp Investment Advisers, INC.
June 2023 - Present · 2 yrs 7 mos
Stancorp Equities, INC.
June 2023 - Present · 2 yrs 7 mos
Stancorp Equities, INC.Broker
June 2023 - Present · 2 yrs 7 mos
Previous Registrations
John Hancock Personal Financial Services, LLC
January 2020 - May 2023 · 3 yrs 4 mos
Manulife Investment Management (us) LLC
December 2012 - April 2020 · 7 yrs 4 mos
John Hancock Advisers, LLC
December 2008 - December 2010 · 2 yrs
John Hancock Distributors LLCBroker
November 2005 - May 2023 · 17 yrs 6 mos
John Hancock Distributors LLC
November 2005 - December 2006 · 1 yr 1 mo
Abn Amro Financial Services, INC.
January 2003 - November 2003 · 10 mos
Abn Amro Financial Services, INC.Broker
October 2000 - November 2003 · 3 yrs 1 mo
Banc One Securities CorporationBroker
June 2000 - October 2000 · 4 mos
State Registrations3 states
AKCANV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Christopher Kwiatek - Financial Advisor | AdvisorDiscover