Michael Nanz

STANCORP EQUITIES

Portland, OR 97204

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CRD#: 4696538

Professional summary

Michael Nanz, CFP®, who also goes by Michael R Nanz, Michael Robert Nanz, Michael Nanz, is a registered financial professional currently at STANCORP EQUITIES, INC. located in Portland, Oregon.

Michael is registered as a RR (Registered Representative) and started their career in finance in 2003. Michael has worked at 7 firms and has passed the Series 66, Series 6TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Michael R Nanz | Michael Robert Nanz | Michael Nanz

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

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Certified licenses

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

CFP^®

Certified Financial Planner

Experience

Current

April 17, 2025 - Present

STANCORP EQUITIES, INC.

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

CRD#: 19517

Portland, OR

Past

October 24, 2024 - March 5, 2025

USI SECURITIES, INC.

CRD#: 43793

GLASTONBURY, CT

Past

November 12, 2020 - September 12, 2024

T. ROWE PRICE INVESTMENT SERVICES, INC.

CRD#: 8348

BALTIMORE, MD

Past

June 18, 2015 - September 3, 2019

EMPOWER FINANCIAL SERVICES, INC.

CRD#: 13109

GREENWOOD VILLAGE, CO

Past

September 19, 2008 - April 22, 2015

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.

CRD#: 102920

NEW YORK, NY

Past

June 10, 2005 - August 22, 2008

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

WEEHAWKEN, NJ

Past

June 10, 2005 - August 22, 2008

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

November 25, 2003 - June 8, 2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

NEW YORK, NY

Past

October 30, 2003 - June 8, 2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

State Registrations and Notice Filings

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

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
(4/17/2025)

Exams

State Security Law Exam

IAR

Series 66

Date: 11/24/2003

Uniform Combined State Law Examination

General Industry/Product Exam

Series 6TO

Date: 1/2/2023

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/29/2003

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

STANCORP EQUITIES, INC.

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

CRD#: 19517 / SEC#: , 8-37563

Broker-Dealer Firm Regulated by FINRA (Denver district office)

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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

# of Employees

FINRA licenses (51 States and Territories)

Documents

Direct owners and executive officers

Name	Position	CRD#
STANCORP FINANCIAL GROUP, INC.	OWNER OF STANCORP EQUITIES, INC.
BURLIE, JASON MATTHEW	PRESIDENT	4072452
HUANG, JAMES PEI-YUEN	SECRETARY	4020305
LIM, CHARLES	CHIEF COMPLIANCE OFFICER	5039063
MARTIN, SHANNON MICHELLE	2ND VICE PRESIDENT AND ASSISTANT CONTROLLER	7616238
PAGLIARULO, DAVID C	TREASURER, FINOP	6883045

Red Flags

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Advisor Monitoring

Firm Stability Insights

Michael Nanz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Michael Nanz's CRS (Customer Relationship Summary).

Certified licenses

Experience

USI SECURITIES, INC.

T. ROWE PRICE INVESTMENT SERVICES, INC.

EMPOWER FINANCIAL SERVICES, INC.

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

State Registrations and Notice Filings

Exams

Series 66

Date: 11/24/2003

Series 6TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 10/29/2003

FINRA

Current Firm

STANCORP EQUITIES, INC.

Contact information

FINRA licenses (51 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

STANCORP EQUITIES, INC.

TRUST BUT VERIFY

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