Robert D. Mcbee
Professional summary
Robert Donald Mcbee, AIF®, who also goes by Robert Donald Mcbee Jr., is a registered financial advisor currently at STANCORP INVESTMENT ADVISERS, INC. located in Lester Prairie, Minnesota and STANCORP EQUITIES, INC. located in Portland, Oregon.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Robert has worked at 3 firms and has passed the Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Robert Donald Mcbee's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 3, 2023 - Present
STANCORP INVESTMENT ADVISERS, INC.
January 5, 2023 - Present
STANCORP EQUITIES, INC.
Office #1: 1100 Sw 6th Avenue, Portland, OR 97204May 21, 2008 - December 31, 2022
SECURIAN FINANCIAL SERVICES, INC.
Primary Firm SEC Registration
STANCORP INVESTMENT ADVISERS, INC.
CRD#: 110228 / SEC#: 801-57811
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/5/2023)
(2/3/2023)
Exams
FINRA
Current Firm
STANCORP INVESTMENT ADVISERS, INC.
CRD#: 110228 / SEC#: 801-57811
Contact information
SEC notice filing (51 States and Territories)
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 | ||
| 03/28/2024 | ||
| 01/27/2023 |
Red Flags
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