Donna Bartlett is a registered investment advisor at Stancorp Investment Advisers, INC., based in Portland, OR, with 33 years of industry experience. Donna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 103,728 clients with $34B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
StanCorp Investment Advisers provides investment advice to retirement plans and their participants. They offer various asset allocation models, including Target Risk, Guided Portfolios, and Target Age Portfolios. They also offer Mainspring Managed, a discretionary asset allocation program. No portfolio management fees are charged for the firm's investment models. Fees for investment advisory services will not exceed 0.06% of the value of the plan assets. Participants in Mainspring Managed may be subject to a monthly fee schedule.
Location
1100 SW Sixth Avenue, Portland, OR, 97204
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Donna provides compliance consulting services to multiple firms, including Bates Group LLC, Complier Consulting Services LLC, Patten Training & Review, LLC, spending a few hours per week on each. She also serves as Chief Compliance Officer for Hancock Whitney Investment Services Inc, dedicating a few hours per week to this role as well.
Employment History
Current Registrations
Stancorp Investment Advisers, INC.
Stancorp Equities, INC.Broker
Stancorp Equities, INC.
Hancock Whitney Investment Services INC.Broker
Hancock Whitney Investment Services INC.
Previous Registrations
Ausdal Financial Partners, INC.Broker
Stancorp Investment Advisers, INC.
Justly Markets LLCBroker
Trace Wealth Advisors
Finalis Securities LLCBroker
M Holdings Securities, INC.
M Holdings Securities, INC.Broker
M Financial Securities Marketing, INC.Broker
Cetera Advisor Networks LLCBroker
First Allied Advisory Services, INC.
First Allied Securities, INC.
Western Securities Clearing CORP.Broker
First Allied Securities, INC.Broker
First Affiliated SecuritiesBroker
State Registrations49 states
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