Kyle
Worley

Stancorp Investment Advisers, Inc

CRD#7446946
Investment Advisor
in Portland, OR

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About this Advisor

Kyle Worley is a financial advisor based in Portland, Oregon, working with Stancorp Investment Advisers, Inc. Kyle has previously held positions at The Standard and Stancorp Investment Advisors, Inc. Kyle is registered to provide services in Oregon. Currently, Kyle 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

Chartered Financial Analyst

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

Kyle Worley Work History

2021 - Present (3 years)

Stancorp Investment Advisors, Inc

2014 - 2021 (7 years)

The Standard

Disclosures

Please visit the SEC profile of Kyle Worley 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
Kyle Worley
Portland, OR
Rian Clark
Portland, OR
Douglas Corra
Portland, OR
John Lavin
Portland, OR
Taylor Smith
Portland, OR
Albert Maixner
Portland, OR
Bradley Weber
Denver, CO

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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