Mark
Lamontagne

Stancorp Investment Advisers, Inc

CRD#4245271
Investment Advisor
in Portland, OR

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About this Advisor

Mark Lamontagne is an advisor who works in Portland, Oregon. Currently a registered investment advisor at Stancorp Investment Advisers, Inc, they have gathered 15 years of professional experience. Lamontagne holds Series 63 and Series 66 licenses, qualifying them as a securities representative. Lamontagne is able to serve customers based out of Alaska, Oregon and Washington. Lamontagne has gained experience at Standard Retirement Services, Inc, M Holdings Securities, Stancorp Equities, Inc and Stancorp Investment Advisers, Inc. Stancorp Investment Advisers, Inc is headquartered in Portland, Oregon, and operates out of 24 other offices in the nation. In aggregate, Stancorp Investment Advisers, Inc manages $22 billion in assets throughout 75,978 client accounts and retains more than 95 people. The firm's total assets under management makes it one of the biggest firms in the United States. The firm manages 74,919 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. None of the firm's 75,978 clients are regarded as high-net-worth individuals, who are defined as investors who have greater than $1 million in assets. Stancorp Investment Advisers, Inc can offer portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and pension consulting services. The firm's fees may include asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

15 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

Disclosures

No

Office Location

900 Sw 5Th Avenue
Portland, OR 97204

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Stancorp Investment Advisers, Inc Brokerage Details

Total Assets Under Management

$21,480,208,218

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

95

OR Average: 50
Total Number of Accounts

75,978

OR Average: 1,309
Average Account Size

$282,716

OR Average: $855,770

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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

Mark Lamontagne Work History

Mark has 15 years of experience.

2016 - Present (5 years)

Standard Retirement Services, Inc

2016 - Present (5 years)

Stancorp Equities, Inc

2016 - Present (5 years)

Stancorp Investment Advisers, Inc

2005 - 2016 (11 years)

M Holdings Securities

Disclosures

Mark Lamontagne has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Stancorp Investment Advisers, Inc

Lisa Keys
Plano, TX
Douglas Corra
Cincinnati, OH
Keith Nilsen
Conshohocken, PA
James Armstrong
Tampa, FL
Cary Weischadle
Portland, OR
Serena Royce
Portland, OR
Anthony Garcia
Portland, OR
Marc Olson
Walnut Creek, CA

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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