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Roberta Jean Monroe

STANCORP INVESTMENT ADVISERS, INC.·PORTLAND, Oregon
Clean recordSTANCORP INVESTMENT ADVISERS, INC.
1100 SW SIXTH AVENUE, PORTLAND, OR 97204CRD# 2834223Firm CRD# 110228

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Roberta Jean Monroe · PORTLAND, OR
Registration
CRD #2834223 · STANCORP INVESTMENT ADVISERS, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Roberta Jean Monroe is a registered financial advisor based in PORTLAND, Oregon, affiliated with STANCORP INVESTMENT ADVISERS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
STANCORP INVESTMENT ADVISERS, INC.
STANCORP INVESTMENT ADVISERS, INC.
AUM
$34.4B
Regulatory assets under management
Employees
112
Total firm employees
View all advisors at STANCORP INVESTMENT ADVISERS, INC. →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: AS NOTED IN SCHEDULE D MISC,AFFILIATE BY INTERCOMPANY AGREEMENT
Regulatory
SEC/IARD CRD# 2834223
Firm CRD# 110228
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Roberta Jean Monroe offer?
Roberta Jean Monroe specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in PORTLAND, Oregon for a consultation.
What are Roberta Jean Monroe's credentials?
Roberta Jean Monroe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Roberta Jean Monroe located?
Roberta Jean Monroe is based in PORTLAND, Oregon, working with STANCORP INVESTMENT ADVISERS, INC.. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.
How does Roberta Jean Monroe charge for services?
Roberta Jean Monroe's firm is compensated through percentage of aum, subscription fees, other: as noted in schedule d misc,affiliate by intercompany agreement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STANCORP INVESTMENT ADVISERS, INC.?
STANCORP INVESTMENT ADVISERS, INC. has approximately 112 employees and manages $34.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at STANCORP INVESTMENT ADVISERS, INC.

Julie Ann Grandstaff
PORTLAND, OR
Elizabeth Ann Fouts
PORTLAND, OR
Scott Allen Hibbs
PORTLAND, OR
Gary Lee Werkman
PORTLAND, OR
Jeffrey Scott Press
PORTLAND, OR
Harley D Spring
PORTLAND, OR

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Research
Advisor Fees in OregonNational Fee Analysis
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