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John Lavin

Stancorp Investment Advisers, Inc.

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About John Lavin

John Lavin is an investment advisor representative at Stancorp Investment Advisers, Inc., registered in Minnesota, Oregon, and several other states. John has over 4 years of experience in the financial services industry. John is a Series 66, Series 7TO and SIE licensed professional. John specializes in pension consulting, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles.

Firm Information

John Lavin 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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John Lavin’s Registration & Firm History

OR

01/05/2023 - Present

Stancorp Investment Advisers, Inc. (PORTLAND OR)

MN

02/10/2022 - 12/31/2022

SECURIAN FINANCIAL SERVICES, INC. (ST PAUL MN)

MN

10/24/2019 - 09/16/2021

AMERIPRISE FINANCIAL SERVICES, LLC (MINNEAPOLIS MN)

MN

12/13/2018 - 08/07/2019

EDWARD JONES (apple valley MN)

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Licenses & Designations

BOTH

Issued 03/07/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/13/2018

Series 7TO - General Securities Representative Examination

BC

Issued 11/16/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Lavin.
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