Human Investing

Human Investing (CRD# 133017) is a financial advisory firm headquartered in Lake Oswego, OR. They manage $776,632,702 in 2,137 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    777
    MILLION
  • Total Number of Accounts
    2,137
    ACCOUNTS
  • Average Account Value
    $363,422
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.

AK, AZ, CA, ID, OR, TX, WA

Financial Advisors at Human Investing
Showing 1 - 10 of 10 top financial advisors.
1
Steven D. Harpham
CRD#: 5601841
5335 Meadows Road, Suite 450, Lake Oswego, OR 97035
96
Wealthminder
score

Steven Harpham (CRD# 5601841) is an Investment Advisor Representative working at Human Investing in Lake Oswego, OR and has over 9 years of experience in the finance industry. Steven Harpham has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Marc M. Kadomatsu
CRD#: 4612926
5335 Meadows Road, Suite 450, Lake Oswego, OR 97035
96
Wealthminder
score

Marc Kadomatsu (CRD# 4612926) is an Investment Advisor Representative working at Human Investing in Lake Oswego, OR and has over 12 years of experience in the finance industry. Marc Kadomatsu has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
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 21 years of experience in the finance industry.

4
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 21 years of experience in the finance industry.

5
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 11 years of experience in the finance industry.

6
Andrew W. Nelson
CRD#: 5570092
5335 Meadows Road, Suite 450, Lake Oswego, OR 97035
93
Wealthminder
score

Andrew Nelson (CRD# 5570092) is an Investment Advisor Representative working at Human Investing in Lake Oswego, OR and has over 6 years of experience in the finance industry.

7
Clayton A. Phillips
CRD#: 5746218
5335 Meadows Road, Suite 450, Lake Oswego, OR 97035
93
Wealthminder
score

Clayton Phillips (CRD# 5746218) is an Investment Advisor Representative working at Human Investing in Lake Oswego, OR and has over 6 years of experience in the finance industry.

8
Stephanie D. Thompson-Buttice
CRD#: 5240480
5335 Meadows Road, Suite 450, Lake Oswego, OR 97035
93
Wealthminder
score

Stephanie Thompson-Buttice (CRD# 5240480) is an Investment Advisor Representative working at Human Investing in Lake Oswego, OR and has over 10 years of experience in the finance industry.

9
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.

10
William J. Kellar
CRD#: 6598621
5335 Meadows Road, Suite 450, Lake Oswego, OR 97035
88
Wealthminder
score

William Kellar (CRD# 6598621) is an Investment Advisor Representative working at Human Investing in Lake Oswego, OR and has over 2 years of experience in the finance industry.

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