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Dara Duane

Stancorp Investment Advisers, Inc.

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About Dara Duane

Dara Duane is an investment advisor representative with Stancorp Investment Advisers, Inc. Dara has been in the financial services industry since 2003. The firm is located in Portland, OR. The firm provides investment advice to retirement plan sponsors and plan participants. Dara is registered with the state of Georgia. Dara also holds the Series 63, Series 66, Series 7, and SIE licenses.

Firm Information

Dara Duane 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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Dara Duane’s Registration & Firm History

GA

07/15/2013 - Present

Stancorp Investment Advisers, Inc. (Alpharetta GA)

CA

04/03/2007 - 01/22/2009

PRINCOR FINANCIAL SERVICES CORPORATION (SAN RAFAEL CA)

CA

03/22/2004 - 02/05/2007

CHARLES SCHWAB & CO., INC. (SAN FRANCISCO CA)

MN

08/13/2003 - 08/21/2003

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

08/13/2003 - 08/21/2003

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

TX

05/02/2000 - 04/25/2001

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

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Licenses & Designations

BOTH

Issued 05/07/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/21/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/11/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dara Duane.
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