David Justin Ozga
Investment adviser representative at Stancorp Investment Advisers, Inc.
13 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
13 years in the industry.
- Stancorp Investment Advisers, Inc.Sep 2024 to now
- The StandardSep 2024 to now
- Nfp RetirementDec 2023 to Sep 2024
- Kestra Investment Services, LLCJan 2013 to Jan 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (CT).
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
- 5852718
- Firm CRD
- 110228