William
Fedzen

Stancorp Investment Advisers, Inc

CRD#4717525
Investment Advisor
in Pittsburgh, PA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

William Fedzen is a financial advisor based out of Pittsburgh, Pennsylvania with a total of 16 years of industry experience. Fedzen is an advisor for Stancorp Investment Advisers, Inc. Fedzen has gained experience at Stancorp Investment Advisers, Inc, Stancorp Equities, Inc and Standard Retirement Services. Fedzen holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Pennsylvania. Stancorp Investment Advisers, Inc is an advisory firm operating out of Portland, OR. It has a total of 82 advisors. It manages $16 billion in assets under management across its 116,850 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to 146 charitable organizations. Stancorp Investment Advisers, Inc has a wide range 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. Fees charged by financial advisors largely depend on which services are offered. However, fee types charged by Stancorp Investment Advisers, Inc most likely include some combination of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

16 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

Office Location

420 Ft Duquesne Blvd
Pittsburgh, PA 15222

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Stancorp Investment Advisers, Inc Brokerage Details

Total Assets Under Management

$16,214,303,154

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

82

PA Average: 50
Total Number of Accounts

116,850

PA Average: 1,309
Average Account Size

$138,762

PA 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

William Fedzen Work History

William has been registered as a financial advisor for 16 years.*

2010 - Present (14 years)

Standard Retirement Services

2007 - Present (17 years)

Stancorp Investment Advisers, Inc

2007 - Present (17 years)

Stancorp Equities, Inc

*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 William Fedzen 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

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

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started