Stancorp Investment Advisers, Inc.

Overview

Stancorp Investment Advisers, Inc. is an SEC registered investment adviser based in Portland, OR, registered since 2000. It reports $34.5B in assets under management across 96,128 accounts, with 81 employees. It has 76 investment adviser representatives.

Reported AUM

$34.5B

Discretionary

100%

Accounts

96,128

Average account

$359K

Employees

81

Advisory reps

76

Registered since

2000

Jurisdictions

51

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients

Client types

• Charities and Non-Profits
• Government
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Other Fees and Percentage of Assets

Executive officers 3 of 5

• Maria Esmeralda Gonzalez President CRD 2912591
• Charles Lim Chief Compliance Officer CRD 5039063
• Gary Lee Werkman Vice President CRD 7778575

2 more executive officers, with direct contact details

Advisory reps 3 of 76

• Raymond Dewayne Barrett Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2494077
• Kent Douglas Bartell Investment Adviser Rep CRD 5860824
• Donna Bartlett Registered Rep · Investment Adviser Rep CRD 1813672

73 more advisory reps, with emails, phones and branch locations

Location

Headquarters

1100 SW 6th Ave
Portland, OR 97204

County

Multnomah

Metro area

Portland-Vancouver-Hillsboro, OR-WA

Region

West

Registrations

• SEC registered
• Registered in 51 jurisdictions
• Website: standard.com

Every state, with registration dates

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