Donna
Bartlett
Stancorp Investment Advisers, Inc
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About this Advisor
Donna Bartlett is a financial advisor based in Portland, Oregon, working with Stancorp Investment Advisers, Inc. Donna has previously held positions at First Allied Securities, Inc, First Allied Advisory Services, Inc, Cetera Advisor Networks LLC, M Holdings Securities, Inc, Finalis Securities LLC, Trace Wealth Advisors, LLC, Justly Markets LLC, Hancock Whitney Investment Services, Ausdal Financial Partners, Inc, Stancorp Equities Inc, and Stancorp Investment Advisers, Inc. Donna has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Oregon. Currently, Donna 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
Services Offered
Fee Structure
Office Location
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Stancorp Investment Advisers, Inc Brokerage Details
$34,385,256,113
112
126,310
$272,229
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
Donna Bartlett Work History
Hancock Whitney Investment Services
Stancorp Equities Inc
Stancorp Investment Advisers, Inc
Ausdal Financial Partners, Inc
Trace Wealth Advisors, LLC
Justly Markets LLC
M Holdings Securities, Inc
Finalis Securities LLC
Cetera Advisor Networks LLC
First Allied Advisory Services, Inc
First Allied Securities, Inc
Disclosures
Please visit the SEC profile of Donna Bartlett 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
Portland, OR
Portland, OR
Denver, CO
Portland, OR
Portland, OR
Portland, OR
Portland, OR
Portland, OR
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