Unclaimed
Albert Kolb Maixner is an investment advisor representative with Stancorp Investment Advisers, Inc. Albert has been in the securities industry since 2009 and has held registrations with other firms such as Principal Securities, Inc. and Wells Fargo Advisors, LLC. Albert has passed the Series 66, Series 7, and SIE exams. Albert's registrations are active in Missouri and he is affiliated with the firm's Portland, Oregon office.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
As noted in schedule d misc,affiliate by intercompany agreement
1
2
OR
02/08/2024 - Present
Stancorp Investment Advisers, Inc. (PORTLAND OR)
MO
06/17/2014 - 09/23/2022
PRINCIPAL SECURITIES, INC. (SAINT LOUIS MO)
MO
06/04/2013 - 04/14/2014
WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)
MO
10/11/2010 - 03/27/2013
EDWARD JONES (ST. LOUIS MO)
MO
11/16/2009 - 08/30/2010
EDWARD JONES (ST LOUIS MO)
BOTH
Issued 12/02/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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