John
Lavin

Stancorp Investment Advisers, Inc

CRD#7008910
Investment Advisor
in Portland, OR

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About this Advisor

John Lavin is a financial advisor working out of Portland, Oregon. Lavin is an advisor for Stancorp Investment Advisers, Inc. Throughout their career, Lavin has worked at Edward Jones, Slice Of History, University Of Kansas, The Cave, Walker Lawn And Landscape, Ameriprise Financial Services Inc, Securian Financial Services Inc, Minnesota Life Insurance Co and The Standard. Lavin maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to work in Minnesota. Stancorp Investment Advisers, Inc is a financial advisory company that has its headquarters in Portland, OR. The investment advisory business has a total of 82 employees. It handles $16 billion in assets under management between its 116,850 client accounts, making it one of the biggest firms in the country by assets under management. The firm provides financial advice to 146 charitable organizations. The business offers a number of services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and pension consulting services. Financial management fees largely depend on which services the firm provides the client. Fee types charged by Stancorp Investment Advisers, Inc most likely are comprised of asset-based, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

less than 1 year

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

$16,214,303,154

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

82

OR Average: 50
Total Number of Accounts

116,850

OR Average: 1,309
Average Account Size

$138,762

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

John Lavin Work History

John has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

The Standard

2022 - 2022 (< 1 year)

Securian Financial Services Inc

2021 - 2022 (1 year)

Minnesota Life Insurance Co

2019 - 2021 (2 years)

Ameriprise Financial Services Inc

2018 - 2019 (1 year)

Edward Jones

2018 - 2018 (< 1 year)

University Of Kansas

2018 - 2018 (< 1 year)

Walker Lawn And Landscape

2017 - 2018 (1 year)

Slice Of History

2017 - 2017 (< 1 year)

Walker Lawn And Landscape

2016 - 2016 (< 1 year)

University Of Kansas

2016 - 2016 (< 1 year)

Walker Lawn And Landscape

2016 - 2017 (1 year)

University Of Kansas

2015 - 2016 (1 year)

Walker Lawn And Landscape

2014 - 2014 (< 1 year)

The Cave

2014 - 2015 (1 year)

University Of Kansas

2012 - 2014 (2 years)

University Of Kansas

*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 John Lavin 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

Sarah Mahalic
Portland, OR
Janic Hoyuela
Mandeville, LA
Ekaterina Sheliga
Portland, OR
Douglas Corra
Cincinnati, OH
Natalie Gentry
Walnut Creek, CA
Trevor Roberts
Portland, OR
John Lavin
Portland, OR
Rian Clark
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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