Human Investing

Human Investing (CRD# 133017) is a financial advisory firm headquartered in Lake Oswego, OR. They manage $629,032,006 in 1,722 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    629
    MILLION
  • Total Number of Accounts
    1,722
    ACCOUNTS
  • Average Account Value
    $365,292
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, OR, TX, WA

Financial Advisors at Human Investing
Showing 1 - 8 of 8 top financial advisors.
1
Dirk D. Anderson
CRD#: 2872175
5335 Meadows Road, Suite 450, Lake Oswego, OR 97035
93
Wealthminder
score

Dirk Anderson (CRD# 2872175) is an Investment Advisor Representative working at Human Investing in Lake Oswego, OR and has over 20 years of experience in the finance industry.

2
Eric R. Dahm
CRD#: 5748102
5335 Meadows Road, Suite 450, Lake Oswego, OR 97035
93
Wealthminder
score

Eric Dahm (CRD# 5748102) is an Investment Advisor Representative working at Human Investing in Lake Oswego, OR and has over 7 years of experience in the finance industry.

3
Peter R. Fisher
CRD#: 2832891
5335 Meadows Road, Suite 450, Lake Oswego, OR 97035
93
Wealthminder
score

Peter Fisher (CRD# 2832891) is an Investment Advisor Representative working at Human Investing in Lake Oswego, OR and has over 20 years of experience in the finance industry.

4
Theodore P. Grigsby
CRD#: 4436031
5335 Meadows Road, Suite 450, Lake Oswego, OR 97035
93
Wealthminder
score

Theodore Grigsby (CRD# 4436031) is an Investment Advisor Representative working at Human Investing in Lake Oswego, OR and has over 10 years of experience in the finance industry.

5
Kevin E. Wilson
CRD#: 4249621
5335 Meadows Road, Suite 450, Lake Oswego, OR 97035
93
Wealthminder
score

Kevin Wilson (CRD# 4249621) is an Investment Advisor Representative working at Human Investing in Lake Oswego, OR and has over 17 years of experience in the finance industry.

6
Andrew W. Nelson
CRD#: 5570092
5335 Meadows Road, Suite 450, Lake Oswego, OR 97035
90
Wealthminder
score

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.

7
Clayton A. Phillips
CRD#: 5746218
5335 Meadows Road, Suite 450, Lake Oswego, OR 97035
90
Wealthminder
score

Clayton Phillips (CRD# 5746218) is an Investment Advisor Representative working at Human Investing in Lake Oswego, OR and has over 5 years of experience in the finance industry.

8
William J. Kellar
CRD#: 6598621
5335 Meadows Road, Suite 450, Lake Oswego, OR 97035
87
Wealthminder
score

William Kellar (CRD# 6598621) is an Investment Advisor Representative working at Human Investing in Lake Oswego, OR and has 1 year of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.