Unclaimed Profile

Wendy Lee Olson

STANCORP INVESTMENT ADVISERS, INC.·PORTLAND, Oregon

Series 3, Series 4, Series 7, Series 8, Series 14, Series 24, Series 55, Series 63, Series 65, Series 99TO23 years registeredSTANCORP INVESTMENT ADVISERS, INC.

1100 SW SIXTH AVENUE, PORTLAND, OR 97204CRD# 1903253Firm CRD# 110228

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Wendy Lee Olson · PORTLAND, OR

Registration

CRD #1903253 · STANCORP INVESTMENT ADVISERS, INC. · 23 years registered

Brand Profile

Not yet started

Career History

WEDBUSH SECURITIES INC.

Mar 2021 – present

WEDBUSH SECURITIES INC.

Feb 2021 – present

STANCORP INVESTMENT ADVISERS, INC.

Mar 2020 – Mar 2021

Portland, OR

GENWORTH FINANCIAL ADVISERS CORPORATION

May 2008 – Mar 2011

STAMFORD, CT

LINCOLN FINANCIAL DISTRIBUTORS, INC.

Jun 2007 – Sep 2007

PHILADELPHIA, PA

LINCOLN FINANCIAL ADVISORS CORPORATION

Jul 2003 – May 2007

PHILADELPHIA, PA

HOTOVEC, POMERANZ & CO.

Oct 2002 – Nov 2002

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

Series 3

Series 4

Series 7

Series 8

Series 14

Series 24

Series 55

Series 63

Series 65

Series 99TO

Registration record

First registered · October 28, 2002

Years registered · 23

Disclosure History

2017Financial·Final

2016Financial·Final

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

STANCORP INVESTMENT ADVISERS, INC.

CRD 110228 · SEC 801-57811

AUM

$34.4B

Regulatory assets under management

Employees

112

126,310 client accounts

Services offered by STANCORP INVESTMENT ADVISERS, INC.

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at STANCORP INVESTMENT ADVISERS, INC. →

Introduction

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Frequently Asked Questions

What services does Wendy Lee Olson offer?

Wendy Lee Olson specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in PORTLAND, Oregon for a consultation.

What are Wendy Lee Olson's credentials?

Wendy Lee Olson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Wendy Lee Olson located?

Wendy Lee Olson 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 Wendy Lee Olson charge for services?

Wendy Lee Olson'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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