CW
CW

Christopher Thomas Wolfe

26 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

Tualatin, OR

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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

Christopher is associated with Standard Retirement Services and StanCorp Investment Advisers, dedicating his full-time work hours to providing information about retirement plan products and services. He also serves as an unpaid board member for Janus Youth Programs, spending minimal time per month on this activity.

Employment History
Current Registrations
Stancorp Investment Advisers, INC.
March 2022 - Present · 3 yrs 11 mos
Stancorp Equities, INC.
January 2002 - Present · 24 yrs 1 mo
Stancorp Equities, INC.Broker
January 2002 - Present · 24 yrs 1 mo
Previous Registrations
Stancorp Investment Advisers, INC.
April 2007 - December 2021 · 14 yrs 8 mos
Nationwide Investment Services CorporationBroker
May 1998 - December 2000 · 2 yrs 7 mos
State Registrations2 states
ORUT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Christopher Thomas Wolfe - Financial Advisor | TrueAdvisor