David
Kehl

Stancorp Investment Advisers, Inc

CRD#5503619
Investment Advisor
in Portland, OR

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About this Advisor

David Kehl is a financial advisor based in Portland, Oregon, working with Stancorp Investment Advisers, Inc. David has previously held positions at Stancorp Equities, Inc, Standard Insurance Company, and Stancorp Investment Advisers, Inc. David has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Oregon. Currently, David is part of Stancorp Investment Advisers, Inc, which operates out of Portland, Oregon. The firm has 1 office and 112 employees. The firm manages assets totaling $34.4 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and pension consulting services. The fee structure at Stancorp Investment Advisers, Inc includes asset-based, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65

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

1100 Sw Sixth Avenue P9
Portland, OR 97204

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Stancorp Investment Advisers, Inc Brokerage Details

Total Assets Under Management

$34,385,256,113

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

112

OR Average: 50
Total Number of Accounts

126,310

OR Average: 1,309
Average Account Size

$272,229

OR 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

David Kehl Work History

2009 - Present (16 years)

Stancorp Equities, Inc

2009 - Present (16 years)

Standard Insurance Company

2009 - Present (16 years)

Stancorp Investment Advisers, Inc

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Disclosures

Please visit the SEC profile of David Kehl 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

James Mcdowell
Portland, OR
John Lavin
Portland, OR
Kyle Worley
Portland, OR
Rian Clark
Portland, OR
Bradley Weber
Denver, CO
Albert Maixner
Portland, OR
Taylor Smith
Portland, OR
Douglas Corra
Portland, OR

The content in this profile was updated by SmartAsset on 6/19/2024. 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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