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Daniel J Kretz

Stancorp Equities, Inc.

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About Daniel J Kretz

Daniel Kretz is a financial advisor with Stancorp Equities, Inc. in PORTLAND, OR. Daniel has been in the financial services industry since 2003 and has a strong track record of providing financial advice to clients. Daniel is registered to provide financial services in Maryland and District of Columbia. He holds FINRA Series 6, 7, 63 and SIE licenses. Daniel has also passed the Uniform Investment Adviser Law Examination.

Firm Information

Daniel Kretz is currently registered with Stancorp Equities, Inc.. Stancorp Equities, Inc. is a corporation formed on October 2, 1986. It is registered with the SEC and in all 51 states.

Not reported

Assets Under Management

Not reported

Total Clients

106

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.

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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Daniel Kretz’s Registration & Firm History

OR

08/14/2024 - Present

Stancorp Equities, Inc. (PORTLAND OR)

CT

03/17/2015 - 07/05/2024

VOYA FINANCIAL PARTNERS, LLC (WINDSOR CT)

CT

08/16/2012 - 03/17/2015

VOYA FINANCIAL ADVISORS, INC. (WINDSOR CT)

MA

06/24/2009 - 07/06/2012

MML INVESTORS SERVICES, LLC (SPRINGFIELD MA)

MD

07/11/2005 - 05/29/2009

PRINCOR FINANCIAL SERVICES CORPORATION (BETHESDA MD)

IA

01/27/2004 - 06/21/2005

PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)

NE

10/31/2003 - 02/06/2004

AMERITAS INVESTMENT CORP. (LINCOLN NE)

MD

12/10/2002 - 10/31/2003

THE ADVISORS GROUP, INC. (BETHESDA MD)

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Licenses & Designations

IA

Issued 02/20/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/05/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/17/2005

Series 7 - General Securities Representative Examination

BC

Issued 12/09/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel J Kretz.
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