Andrew Nelson, financial advisor Lake Oswego OR
90 score

Andrew Nelson

CRD Number: 5570092
Current Firm: Human Investing

Andrew Nelson (CRD# 5570092) is an Investment Advisor Representative working at Human Investing in Lake Oswego, OR and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Human Investing Lake Oswego, OR Oct 2009 - Current 8
The Reserve Vineyards And Golf Club Aloha, OR Jun 2009 - Aug 2009 < 1
Linfield College Mcminville, OR Sep 2008 - May 2009 < 1
The Reserve Vineyards And Gold Club Aloha, OR Jun 2008 - Aug 2008 < 1
Linfield College Mcminville, OR Sep 2007 - May 2008 < 1
The Reserve Vineyards And Golf Club Aloha, OR Jun 2007 - Aug 2007 < 1
Linfield College Mcminville, OR Sep 2006 - May 2007 < 1
The Reserve Vineyards And Gold Club Aloha, OR Jun 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2012
Contact Info for Andrew W. Nelson
Phone Number: 503-905-3100
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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