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Kent Bartell is a Chartered Financial Analyst who is registered with the state of Oregon as an Investment Advisor Representative. Kent works for Stancorp Investment Advisers, Inc. and has been with the firm since June 2008. The firm is headquartered in Portland, Oregon. Kent is also registered with the state of Michigan. The firm specializes in providing portfolio management for individuals, businesses, and pooled investment vehicles. They also offer pension consulting.
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.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
As noted in schedule d misc,affiliate by intercompany agreement
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03/09/2020 - Present
Stancorp Investment Advisers, Inc. (Portland OR)
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Inactive
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