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William Frank Fedzen

Stancorp Investment Advisers, Inc.

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About William Frank Fedzen

William Fedzen is a financial professional with over 18 years of experience in the industry. William is currently registered with Stancorp Investment Advisers, Inc. in Pennsylvania. William is also registered as a registered representative of Stancorp Equities, Inc. William has a wide range of experience and specializations including retirement planning, portfolio management for businesses, and portfolio management for individuals. William has a Series 6, Series 63, and Series 65 license. William is also a registered investment advisor representative with Standard Retirement Services.

Firm Information

William Fedzen 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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William Fedzen’s Registration & Firm History

OR

01/01/2007 - Present

Stancorp Investment Advisers, Inc. (PORTLAND OR)

PA

05/27/2004 - 01/01/2007

INVESMART SECURITIES, LLC (PITTSBURGH PA)

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Licenses & Designations

BC

Issued 01/25/2006

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 12/29/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/26/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Frank Fedzen.
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