CW
CW

Christopher Weekley

20 Years of Experience
BrokerSells Insurance

Christopher Weekley is a registered investment advisor at Stancorp Investment Advisers, INC., based in Portland, OR, with 20 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.

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 ActivitiesSells Insurance

Christopher is associated with Standard Retirement Services, an investment adviser representative, and is an insurance producer appointed with Standard Insurance Company. He dedicates all of his time to providing information about retirement plan-related products and services offered by The Standard.

Employment History
Current Registrations
Stancorp Investment Advisers, INC.
July 2011 - Present · 14 yrs 9 mos
Stancorp Equities, INC.
July 2011 - Present · 14 yrs 9 mos
Stancorp Equities, INC.Broker
July 2011 - Present · 14 yrs 9 mos
Previous Registrations
Broad Street Capital Advisors, LLC
August 2010 - June 2011 · 10 mos
Silver Oak Securities, IncorporatedBroker
November 2009 - July 2011 · 1 yr 8 mos
Hartford Securities Distribution Company, INC.Broker
January 2009 - April 2009 · 3 mos
Hartford Equity Sales Company INC.Broker
August 2007 - January 2009 · 1 yr 5 mos
Diversified Investors Securities CORP.Broker
September 2004 - July 2007 · 2 yrs 10 mos
State Registrations2 states
ALGA
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.
Christopher Weekley - Financial Advisor | TrueAdvisor