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Albert Maixner

14 Years of Experience
Broker

Albert Maixner is a registered investment advisor at Stancorp Investment Advisers, INC., based in Portland, OR, with 14 years of industry experience. Albert 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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Employment History
Current Registrations
Stancorp Equities, INC.
February 2024 - Present · 2 yrs 2 mos
Stancorp Investment Advisers, INC.
February 2024 - Present · 2 yrs 2 mos
Stancorp Equities, INC.Broker
February 2024 - Present · 2 yrs 2 mos
Previous Registrations
Principal Securities, INC.
June 2014 - September 2022 · 8 yrs 3 mos
Principal Securities, INC.Broker
June 2014 - September 2022 · 8 yrs 3 mos
Wells Fargo Advisors, LLC
June 2013 - April 2014 · 10 mos
Wells Fargo Advisors, LLCBroker
June 2013 - April 2014 · 10 mos
Edward Jones
October 2010 - March 2013 · 2 yrs 5 mos
Edward JonesBroker
October 2010 - March 2013 · 2 yrs 5 mos
Edward Jones
December 2009 - August 2010 · 8 mos
Edward JonesBroker
November 2009 - August 2010 · 9 mos
State Registrations1 state
MO
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.