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Kenneth Richard Schlosser

Stancorp Investment Advisers, Inc.

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About Kenneth Richard Schlosser

Kenneth Richard Schlosser is a registered investment advisor representative and registered representative for Stancorp Investment Advisers, Inc. and Stancorp Equities, Inc. Kenneth has been working in the financial services industry since December 2006. He is registered to provide investment advice in California and is also registered as a broker-dealer in 8 states. Kenneth specializes in providing investment advice for individuals, businesses, and retirement plans. Kenneth has a strong focus on providing financial planning and portfolio management services.

Firm Information

Kenneth Schlosser 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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Kenneth Schlosser’s Registration & Firm History

CA

01/18/2011 - Present

Stancorp Investment Advisers, Inc. (WALNUT CREEK CA)

CA

01/09/2007 - 01/07/2011

FINANCIAL TELESIS INC (SAN DIEGO CA)

CA

12/20/2006 - 01/04/2007

LINCOLN FINANCIAL ADVISORS CORPORATION (LAJOLLA CA)

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Licenses & Designations

IA

Issued 05/07/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/21/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/19/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kenneth Richard Schlosser.
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