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Christopher Kwiatek

23 Years of Experience
BrokerSells Insurance

Christopher Kwiatek is a registered investment advisor at Stancorp Investment Advisers, INC., based in Portland, OR, with 23 years of industry experience. Christopher 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
76 advisors
Number of Clients
103,728 clients
Average Client Portfolio
$324K average
Assets Under Management
$33.6B

Fee Structure

Investment management only (planning not offered)

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.

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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.

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Other Business ActivitiesSells Insurance

Christopher is associated with Standard Retirement Services (SRS) and Standard Investment Advisers, Inc. (SIA), and is an insurance producer appointed with Standard Insurance Company (SIC). Christopher devotes all of his time during normal business hours to providing information about retirement plan-related products and services offered by The Standard.

Employment History
Current Registrations
Stancorp Investment Advisers, INC.
June 2023 - Present · 2 yrs 10 mos
Stancorp Equities, INC.Broker
June 2023 - Present · 2 yrs 10 mos
Stancorp Equities, INC.
June 2023 - Present · 2 yrs 10 mos
Previous Registrations
John Hancock Personal Financial Services, LLC
January 2020 - May 2023 · 3 yrs 4 mos
Manulife Investment Management (US) LLC
December 2012 - April 2020 · 7 yrs 4 mos
John Hancock Advisers, LLC
December 2008 - December 2010 · 2 yrs
John Hancock Distributors LLCBroker
November 2005 - May 2023 · 17 yrs 6 mos
John Hancock Distributors LLC
November 2005 - December 2006 · 1 yr 1 mo
Abn Amro Financial Services, INC.
January 2003 - November 2003 · 10 mos
Abn Amro Financial Services, INC.Broker
October 2000 - November 2003 · 3 yrs 1 mo
Banc One Securities CorporationBroker
June 2000 - October 2000 · 4 mos
State Registrations3 states
AKCANV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.