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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Stancorp Equities, Inc. 2 years, 1 month Dec 2016 - Present
Stancorp Investment Advisers, Inc. 2 years, 1 month Dec 2016 - Present
Lovasco Consulting Group 1 year, 9 months Jan 2015 - Oct 2016
M Holdings Securities, Inc. 1 year, 9 months Jan 2015 - Oct 2016
Princor Financial Services Corporation 3 years, 1 month Dec 2011 - Jan 2015
Principal Life Insurance Company 3 years, 2 months Nov 2011 - Jan 2015
Freedom One Financial Group 1 year, 10 months Jan 2010 - Nov 2011
Cuna Brokerage Services, Inc 4 months Aug 2009 - Dec 2009
Cuna Mutual Insurance Society 4 months Aug 2009 - Dec 2009
Ubs Financial Services Inc 2 years, 3 months May 2007 - Aug 2009
Are You
Matthew James Daniels?
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Designations & Memberships

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Articles and Answers

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    3
  • as of date
    Jun 2, 2017
FINRA
FINRA
  • license status
    Registered
  • disclosures
    3
  • as of date
    Jun 2, 2017
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Stancorp Investment Advisers, Inc.

Last updated on Aug. 8, 2017
    • $17.3B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 45K
      Accounts
    • $386.8K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Fixed Fees
  • Other
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