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David Ozga

Stancorp Investment Advisers, Inc.

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About David Ozga

David Ozga is a registered Investment Advisor Representative associated with Stancorp Investment Advisers, Inc. David has been in the industry for over 10 years. David holds the Series 63, Series 6, Series 65, and SIE licenses. Before joining Stancorp Investment Advisers, Inc., David was previously employed at KESTRA INVESTMENT SERVICES, LLC and ING FINANCIAL ADVISERS, LLC. David specializes in portfolio management for individuals and businesses, pension consulting and portfolio management for pooled investment vehicles. David has experience working with clients such as individuals, pension and profit sharing plans, charitable organizations, and state or municipal government entities.

Firm Information

David Ozga 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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David Ozga’s Registration & Firm History

CT

09/19/2024 - Present

Stancorp Investment Advisers, Inc. (Plainville CT)

CT

01/29/2013 - 02/28/2024

KESTRA INVESTMENT SERVICES, LLC (West Hartford CT)

CT

10/25/2010 - 12/12/2012

ING FINANCIAL ADVISERS, LLC (WINDSOR CT)

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Licenses & Designations

IA

Issued 02/23/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/22/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/22/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Ozga.
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