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Trevor Ryan Roberts

Stancorp Investment Advisers, Inc.

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About Trevor Ryan Roberts

Trevor Ryan Roberts is a registered representative of Stancorp Equities, Inc. and an investment advisor representative of Stancorp Investment Advisers, Inc.. Trevor has been in the financial services industry since August 2013. Trevor is a Series 6, 7, 24 and 66 licensed professional. Trevor is experienced in the financial industry and can provide advice for individuals, businesses, and pooled investment vehicles. Stancorp Equities, Inc. and Stancorp Investment Advisers, Inc. are located in Portland, OR.

Firm Information

Trevor Roberts 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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Trevor Roberts’s Registration & Firm History

OR

09/26/2023 - Present

Stancorp Investment Advisers, Inc. (Portland OR)

NE

11/18/2013 - 05/18/2020

AMERITAS INVESTMENT COMPANY, LLC (LINCOLN NE)

NE

05/22/2013 - 08/23/2013

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LINCOLN NE)

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Licenses & Designations

BOTH

Issued 03/15/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/08/2016

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/03/2015

Series 7 - General Securities Representative Examination

BC

Issued 05/21/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Trevor Ryan Roberts.
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