Keith G. Nilsen

STANCORP INVESTMENT ADVISERS

Chadds Ford, PA

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CRD#: 1572362

Professional summary

Keith Graham Nilsen is a registered financial advisor currently at STANCORP INVESTMENT ADVISERS, INC. located in Chadds Ford, Pennsylvania and STANCORP EQUITIES, INC. located in Portland, Oregon.

Keith is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. Keith has worked at 11 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

In addition to being a registered representative ("RR") of StanCorp Equities, Inc. ("SEI"), RR is associated with Standard Retirement Services ("SRS"), an investment adviser representative of StanCorp Investment Advisers, Inc. ("SIA"), and an insurance producer appointed with Standard Insurance Company ("SIC"). SRS is a retirement plan service provider that offers recordkeeping and plan administration services, SIA offers investment advice to retirement plan sponsors and plan participants, and SIC is a manufacturer of insurance products, including a fixed group annuity insurance product used by retirement plans as a funding vehicle. SEI, SRS, SIA and SIC (collectively "The Standard") are subsidiaries of Standard Financial Group and are located at 1100 SW 6th Avenue, Portland, OR. RR devotes 100% of their time during normal business hours to provide information about the retirement plan-related products and services offered by The Standard to unaffiliated third party retirement plan service providers, including broker/dealers and investment advisers, to enable them to sell to and support the needs of their customers.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Keith Graham Nilsen's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 6, 2011 - Present

STANCORP INVESTMENT ADVISERS, INC.

RIA

CRD#: 110228

Chadds Ford, PA

Current

March 1, 2011 - Present

STANCORP EQUITIES, INC.

Office #1: 1100 Sw 6th Avenue, Portland, OR 97204

CRD#: 19517

Portland, OR

Past

April 15, 2008 - January 20, 2010

OSAIC FA, INC.

CRD#: 3978

FORT WAYNE, IN

Past

December 14, 2007 - March 3, 2008

UVEST FINANCIAL SERVICES GROUP, INC.

CRD#: 13787

CHARLOTTE, NC

Past

August 14, 2002 - December 7, 2004

INVESMART ADVISORS INC

RIA

CRD#: 108731

WILMINGTON, DE

Past

January 8, 2002 - December 7, 2004

INVESMART SECURITIES, LLC

CRD#: 104168

PITTSBURGH, PA

Past

August 23, 1997 - December 31, 2001

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

AUSTIN, TX

Past

February 13, 1996 - December 9, 1996

THE WINDMILL GROUP, INC.

CRD#: 8384

SOMERS, NY

Past

January 23, 1995 - August 31, 1995

BCG SECURITIES, INC.

CRD#: 70

CHERRY HILL, NJ

Past

February 23, 1993 - November 9, 1994

MML INVESTORS SERVICES, LLC

CRD#: 10409

SPRINGFIELD, MA

Past

February 5, 1988 - April 12, 1991

THE GREAT-WEST LIFE ASSURANCE COMPANY

CRD#: 5927

ENGLEWOOD, CO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

STANCORP INVESTMENT ADVISERS, INC.

STANCORP INVESTMENT ADVISERS, INC. | THE STANDARD

CRD#: 110228 / SEC#: 801-57811

RIA

Registered Investment Advisory firm - (7/31/2000 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Pennsylvania
(3/2/2011)

IAR

Pennsylvania
(7/6/2011)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/5/2011

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 12/23/2008

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/13/1995

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 2/4/1988

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

STANCORP INVESTMENT ADVISERS, INC.

STANCORP INVESTMENT ADVISERS, INC. | THE STANDARD

CRD#: 110228 / SEC#: 801-57811

RIA

Registered Investment Advisory firm - (7/31/2000 Approved)

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Contact information

Main Address

1100 Sw Sixth Avenue, Portland, OR 97204

Mailing Address

900 Sw Fifth Avenue C22, Portland, OR 97204

Phone number

(800) 858-5420

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (51 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

SIA FORM ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	103,728
AUM (Assets Under Management)	$ 33,592,166,292

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
04/29/2025	Cover Page	Report
03/28/2024	Cover Page	Report
01/27/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Keith G. Nilsen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Keith Graham Nilsen's CRS (Customer Relationship Summary).

Certified licenses

Experience

STANCORP EQUITIES, INC.

OSAIC FA, INC.

UVEST FINANCIAL SERVICES GROUP, INC.

INVESMART ADVISORS INC

INVESMART SECURITIES, LLC

KESTRA INVESTMENT SERVICES, LLC

THE WINDMILL GROUP, INC.

BCG SECURITIES, INC.

MML INVESTORS SERVICES, LLC

THE GREAT-WEST LIFE ASSURANCE COMPANY

Primary Firm SEC Registration

STANCORP INVESTMENT ADVISERS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 7/5/2011

Series 63

Date: 12/23/2008

SIE

Date: 10/1/2018

Series 7

Date: 4/13/1995

Series 6

Date: 2/4/1988

FINRA

Current Firm

STANCORP INVESTMENT ADVISERS, INC.

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

STANCORP INVESTMENT ADVISERS, INC.

TRUST BUT VERIFY

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