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Christopher Kwiatek

Stancorp Investment Advisers, Inc.

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About Christopher Kwiatek

Christopher Kwiatek is an investment advisor representative for Stancorp Investment Advisers, Inc. in Portland, Oregon. Christopher Kwiatek has been in the financial services industry for over 20 years. Christopher Kwiatek is a registered investment advisor representative in Oregon and California. Christopher Kwiatek has earned the Series 6, 7, 63, and 65 licenses.

Firm Information

Christopher Kwiatek is currently registered with Stancorp Investment Advisers, Inc.. Stancorp Investment Advisers, Inc. is an investment advisor based in Portland, OR. With over 100 registered representatives, they manage over $34 billion in assets for a diverse range of clients, including individuals, pension plans, charitable organizations, and state and municipal government entities. They offer portfolio management services for businesses and individuals as well as pooled investment vehicles. They do not offer financial planning or market timing services.
Stancorp Investment Advisers, Inc.

1100 SW SIXTH AVENUE

PORTLAND, OR 97204

$34.39B

Assets Under Management

Not reported

Total Clients

75

Total Financial Advisors

Services Offered

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.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

As noted in schedule d misc,affiliate by intercompany agreement

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Christopher Kwiatek’s Registration & Firm History

OR

06/08/2023 - Present

Stancorp Investment Advisers, Inc. (PORTLAND OR)

MA

11/28/2005 - 05/26/2023

JOHN HANCOCK DISTRIBUTORS LLC (Westwood MA)

IL

10/10/2000 - 11/24/2003

ABN AMRO FINANCIAL SERVICES, INC. (CHICAGO IL)

IL

06/02/2000 - 10/10/2000

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

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Licenses & Designations

IA

Issued 06/26/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/06/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/20/2002

Series 7 - General Securities Representative Examination

BC

Issued 06/01/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christopher Kwiatek.
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