TrueAdvisor
TrueAdvisor
DO
DO

David Justin Ozga

Stancorp Investment Advisers, INC.
14 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement Planning
Stancorp Investment Advisers, INC.
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

Location

Plainville, CT

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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.
September 2024 - Present · 1 yr 5 mos
Stancorp Investment Advisers, INC.
September 2024 - Present · 1 yr 5 mos
Stancorp Equities, INC.Broker
September 2024 - Present · 1 yr 5 mos
Previous Registrations
NFP Retirement INC.
February 2024 - September 2024 · 7 mos
Kestra Investment Services, LLCBroker
January 2013 - February 2024 · 11 yrs 1 mo
Ing Financial Advisers, LLCBroker
October 2010 - December 2012 · 2 yrs 2 mos
State Registrations1 state
CT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.