AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
AM

Anthony John Mcmasters

STANCORP EQUITIES
PORTLAND, OR
·CRD# 2295137·34 years experience

Professional Summary

Anthony John Mcmasters, who also goes by Tony Mcmasters, is a registered financial advisor currently at STANCORP EQUITIES, INC. located in Portland, Oregon. Anthony is registered as a RR (Registered Representative) and started their career in finance in 1992. Anthony has worked at 12 firms and has passed the Series 63, SIE and Series 6 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Tony Mcmasters

Blog Corner

Similar Advisors

Gregory Scott Bowen
Portland, OR · CRD#
View profile
Viengsavanh Bounnam
Viengsavanh Bounnam

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#
Devlin William Carothers
Devlin William Carothers

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#
Jason Townsend Lambert
Jason Townsend Lambert

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Portland, OR · CRD#
Viengsavanh Bounnam
Viengsavanh Bounnam

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#
Devlin William Carothers
Devlin William Carothers

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#
Jason Townsend Lambert
Jason Townsend Lambert

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Portland, OR · CRD#
Viengsavanh Bounnam
Viengsavanh Bounnam

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#
Devlin William Carothers
Devlin William Carothers

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#
Jason Townsend Lambert
Jason Townsend Lambert

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

Similar Advisors

Portland, OR · CRD#
Viengsavanh Bounnam
Viengsavanh Bounnam

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#
Devlin William Carothers
Devlin William Carothers

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#
Jason Townsend Lambert
Jason Townsend Lambert

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#

Years of Experience

34 years in the financial services industry

Current & Past Employments

STANCORP EQUITIES, INC.·CRD# 19517
BD
1100 Sw 6th Avenue, Portland, OR 97204
June 30, 2026 - Present
VOYA FINANCIAL PARTNERS, LLC·CRD# 34815
BD
Windsor, CT
January 26, 2015 - June 23, 2026
VOYA FINANCIAL ADVISORS, INC.·CRD# 2882
BD
West Chester, PA
February 14, 2012 - January 26, 2015
VOYA FINANCIAL PARTNERS, LLC·CRD# 34815
BD
Conshohocken, PA
September 27, 2007 - February 24, 2012
KESTRA INVESTMENT SERVICES, LLC·CRD# 42046
BD
Seven Fields, PA
January 11, 2007 - August 17, 2007
GBS RETIREMENT SERVICES, INC.·CRD# 34889
BD
Rolling Meadows, IL
May 10, 2006 - December 31, 2006
BIRCHTREE FINANCIAL SERVICES LLC·CRD# 15014
BD
Minneapolis, MN
January 31, 2005 - April 11, 2006
FIFTH THIRD SECURITIES, INC.·CRD# 628
BD
Cincinnati, OH
November 19, 2003 - February 24, 2005
LPL FINANCIAL LLC·CRD# 6413
BD
Fort Mill, SC
January 10, 2002 - November 4, 2002
PAN-AMERICAN FINANCIAL ADVISERS·CRD# 15578
BD
New Orleans, LA
June 23, 1999 - January 10, 2002
MUTUAL SERVICE CORPORATION·CRD# 4806
BD
Boston, MA
January 7, 1997 - May 25, 1999
MUTUAL SERVICE CORPORATION·CRD# 4806
BD
Boston, MA
May 1, 1996 - December 31, 1996
ROBERT W. BAIRD & CO. INCORPORATED·CRD# 8158
BD
Milwaukee, WI
March 6, 1993 - June 21, 1994
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC·CRD# 2881
BD
Milwaukee, WI
November 25, 1992 - June 21, 1994

Similar Advisors

Portland, OR · CRD#
Viengsavanh Bounnam
Viengsavanh Bounnam

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#
Devlin William Carothers
Devlin William Carothers

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#
Jason Townsend Lambert
Jason Townsend Lambert

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#

Current Firm

SE
STANCORP EQUITIES, INC.

STANCORP EQUITIES, INC. | STANWEST EQUITIES, INC. | STANDARD EQUITIES, INC.

CRD#: 19517 / SEC#: 8-37563
BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)

Contact Information

Main Address

1100 Sw Sixth Avenue, Portland, OR 97204-1093

Mailing Address

900 Sw 5th Avenue, C22, Portland, OR 97204-1093

Phone Number

(971) 321-8830

Established

Oregon since 10/02/1986

Firm Type

Corporation

Fiscal Year End

December

Firm Size

Medium

FINRA licenses (51 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Direct owners and executive officers

NamePositionCRD#
STANCORP FINANCIAL GROUP, INC.OWNER OF STANCORP EQUITIES, INC.—
BURLIE, JASON MATTHEWPRESIDENT4072452
HUANG, JAMES PEI-YUENSECRETARY4020305
LIM, CHARLESCHIEF COMPLIANCE OFFICER5039063
MARTIN, SHANNON MICHELLE2ND VICE PRESIDENT AND ASSISTANT CONTROLLER7616238
PAGLIARULO, DAVID CTREASURER, FINOP6883045

Similar Advisors

Portland, OR · CRD#
Viengsavanh Bounnam
Viengsavanh Bounnam

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#
Devlin William Carothers
Devlin William Carothers

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#
Jason Townsend Lambert
Jason Townsend Lambert

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#

Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

The advisor shows no other business activity.

Similar Advisors

Portland, OR · CRD#
Viengsavanh Bounnam
Viengsavanh Bounnam

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#
Devlin William Carothers
Devlin William Carothers

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#
Jason Townsend Lambert
Jason Townsend Lambert

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Delaware
(6/30/2026)
RR
New Jersey
(6/30/2026)
RR
Pennsylvania
(6/30/2026)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed May 2005About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Nov 1992About the Series 6 exam
FINRA
SRO Registrations

Similar Advisors

Portland, OR · CRD#
Viengsavanh Bounnam
Viengsavanh Bounnam

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#
Devlin William Carothers
Devlin William Carothers

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#
Jason Townsend Lambert
Jason Townsend Lambert

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#

CRS (Client Relationship Summary) - BD

Click below to view Anthony John Mcmasters's CRS (Customer Relationship Summary).

Similar Advisors

Portland, OR · CRD#
Viengsavanh Bounnam
Viengsavanh Bounnam

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#
Devlin William Carothers
Devlin William Carothers

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#
Jason Townsend Lambert
Jason Townsend Lambert

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#
AM
Follow Anthony
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required