linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Marc Phillip Olson

Stancorp Investment Advisers, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Marc? Claim Your Profile

About Marc Phillip Olson

Marc Olson is a financial advisor with Stancorp Investment Advisers, Inc. Marc has been in the industry since November 4, 2007. Marc has a Series 7 and Series 66 license and is registered with FINRA and the state of Minnesota. Marc specializes in providing investment advice to individuals, businesses, and retirement plan service providers. Marc is committed to providing clients with personalized financial planning and investment management services.

Firm Information

Marc Olson 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.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

As noted in schedule d misc,affiliate by intercompany agreement

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Marc Olson’s Registration & Firm History

OR

11/18/2021 - Present

Stancorp Investment Advisers, Inc. (PORTLAND OR)

MN

10/17/2012 - 04/28/2015

SECURIAN FINANCIAL SERVICES, INC. (ST PAUL MN)

MN

05/07/2010 - 08/17/2012

PARK AVENUE SECURITIES LLC (BLOOMINGTON MN)

MN

07/09/2007 - 04/01/2010

AXA ADVISORS, LLC (MINNEAPOLIS MN)

Not sure if Marc Phillip Olson is right for you?

Licenses & Designations

BOTH

Issued 07/24/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/05/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Marc Phillip Olson.
Not sure if Marc Phillip Olson is right for you?