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M Angela Trefethen

Stancorp Investment Advisers, Inc.

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About M Angela Trefethen

M Angela Trefethen is an investment advisor representative at Stancorp Investment Advisers, Inc. based in Portland, Oregon. M Angela Trefethen has been in the industry since March 1995. M Angela Trefethen has worked at multiple firms in the past, including OneAmerica Securities, Inc., American United Life Insurance Company and CIGNA Financial Advisors,INC. M Angela Trefethen specializes in working with individuals, businesses and pooled investment vehicles.

Firm Information

M Trefethen 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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M Trefethen’s Registration & Firm History

OR

02/14/2020 - Present

Stancorp Investment Advisers, Inc. (PORTLAND OR)

IN

12/17/2001 - 12/03/2019

ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)

IN

08/19/1996 - 12/17/2001

AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)

PA

12/02/1994 - 07/19/1996

CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)

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Licenses & Designations

BC

Issued 04/11/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/23/1997

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/01/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for M Angela Trefethen.
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