Marc
Olson

Stancorp Investment Advisers, Inc

CRD#5352092
Investment Advisor
in Edina, MN

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About this Advisor

Marc Olson is a financial advisor based in Edina, Minnesota, with a total of 2 years of industry experience. Olson is an employee of Stancorp Investment Advisers, Inc. Over the course of their career, they have held roles at Minnesota Life Ins Co, Securian Financial Services, Inc and The Standard. Olson has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Minnesota. Stancorp Investment Advisers, Inc is a business that has its headquarters in Portland, OR. The investment advisory business has a total of 82 employees. It handles $16 billion in assets among its 116,850 accounts, making it one of the largest firms in the country by assets under management. The firm provides financial advisory services to 146 charitable organizations. The company performs a number of services, such as portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and pension consulting services. Financial management fee schedules usually depend on which service is provided. Fees charged by Stancorp Investment Advisers, Inc can consist of asset-based, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

Edina, MN

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Stancorp Investment Advisers, Inc Brokerage Details

Total Assets Under Management

$16,214,303,154

MN Average: $1,120,203,312
Total Number of Employees

82

MN Average: 50
Total Number of Accounts

116,850

MN Average: 1,309
Average Account Size

$138,762

MN Average: $855,770

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Marc Olson Work History

Marc has been registered as a financial advisor for 2 years.*

2015 - Present (9 years)

The Standard

2012 - 2015 (3 years)

Minnesota Life Ins Co

2012 - 2015 (3 years)

Securian Financial Services, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Marc Olson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Stancorp Investment Advisers, Inc

Janic Hoyuela
Mandeville, LA
Sarah Mahalic
Portland, OR
Ekaterina Sheliga
Portland, OR
Douglas Corra
Cincinnati, OH
Kyle Worley
Portland, OR
Trevor Roberts
Portland, OR
Collin Dennis
Portland, OR
Marina Wiley
Portland, OR

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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