CW
CW

Cary John Weischadle

25 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
79 advisors
Number of Clients
103,728 clients
Average Client Portfolio
$324K average
Assets Under Management
$33.6B

Fee Structure

Financial Planning:Investment management only
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Location

1100 SW Sixth Avenue, Portland, OR, 97204

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History

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 Activities

Cary is associated with Standard Retirement Services and StanCorp Investment Advisers, subsidiaries of Standard Financial Group. Cary spends 100% of their time providing information about retirement plan products and services offered by The Standard to third-party retirement plan service providers.

Employment History
Current Registrations
Stancorp Investment Advisers, INC.
May 2012 - Present · 13 yrs 9 mos
Stancorp Equities, INC.
January 2011 - Present · 15 yrs 1 mo
Stancorp Equities, INC.Broker
January 2011 - Present · 15 yrs 1 mo
Previous Registrations
National Financial Services LLCBroker
November 2006 - April 2010 · 3 yrs 5 mos
Bisys Fund Services Limited PartnershipBroker
July 2005 - September 2006 · 1 yr 2 mos
Alliancebernstein Investment Research and Management, INC.Broker
May 1999 - June 2003 · 4 yrs 1 mo
Copeland Equities, INC.Broker
November 1996 - April 1999 · 2 yrs 5 mos
State Registrations1 state
OR
AdvisorBrokerBoth
Exams
No exam information available for this advisor.