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 19 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 6 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 19 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 9 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 16 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 4 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 4 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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