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William Todd Mccollough

Investment adviser representative at Stancorp Investment Advisers, Inc.
10 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

10 years in the industry.

  1. Stancorp Investment Advisers, Inc.Jun 2021 to now
  2. Stancorp Equities, Inc.Mar 2021 to now
  3. Kestra Financial Services, Inc.Apr 2016 to Mar 2021

Exams passed

  • Series 63 · Uniform Securities Agent State Law2011
  • Series 65 · Uniform Investment Adviser Law2011

State registrations

Registered as an investment adviser representative in 1 state (FL).

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
2393677
Firm CRD
110228
Advisor's SEC record (opens in a new tab)
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