Donna Bartlett
Investment adviser representative at Stancorp Investment Advisers, Inc.
32 yearsExperience
1 stateRegistered in
$34.5BFirm assets
26 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
32 years in the industry.
- Stancorp Investment Advisers, Inc.Apr 2023 to now
- Stancorp Equities Inc.Apr 2023 to now
- Hancock Whitney Investment ServicesJan 2023 to now
- Self-employedNov 2018 to now
- Ausdal Financial Partners, IncJul 2023 to Sep 2023
- Justly Markets LLCFeb 2022 to Oct 2022
- Trace Wealth Advisors, LLCJan 2022 to Nov 2022
- M Holdings Securities, Inc.Mar 2020 to Jun 2020
- Finalis Securities LLCJan 2020 to Jan 2022
- Cetera Advisor Networks LLCMay 2016 to Dec 2017
- First Allied Advisory Services, Inc.Jul 2012 to Oct 2018
- First Allied Securities, Inc.Dec 1994 to Oct 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law1994
State registrations
Registered as an investment adviser representative in 1 state (CA).
Stancorp Investment Advisers, Inc.
$34.5BAssets managed
96,128Clients
76Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1813672
- Firm CRD
- 110228