Human Investing
Human Investing (CRD# 133017) is a financial advisory firm headquartered in Lake Oswego, OR. They manage $1,089,314,221 in 2,035 accounts and serve the financial needs of clients across 7 states (or territories).
-
Total Assets Under Management1,089MILLION
-
Total Number of Accounts2,035ACCOUNTS
-
Average Account Value$535,290
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
- Educational seminars/workshops
AK, AZ, CA, ID, OR, TX, WA
Peter Fisher (CRD# 2832891) is an Investment Advisor Representative working at Human Investing in Lake Oswego, OR and has over 24 years of experience in the finance industry.
Marc Kadomatsu (CRD# 4612926) is an Investment Advisor Representative working at Human Investing in Lake Oswego, OR and has over 14 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.
William Kellar (CRD# 6598621) is an Investment Advisor Representative working at Human Investing in Lake Oswego, OR and has over 4 years of experience in the finance industry. William Kellar 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.
Andrew Nelson (CRD# 5570092) is an Investment Advisor Representative working at Human Investing in Lake Oswego, OR and has over 9 years of experience in the finance industry.
Clayton Phillips (CRD# 5746218) is an Investment Advisor Representative working at Human Investing in Lake Oswego, OR and has over 9 years of experience in the finance industry. Clayton Phillips 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.
Andrew Gladhill (CRD# 6011358) is an Investment Advisor Representative working at Human Investing in Lake Oswego, OR and has 1 year of experience in the finance industry.
Nicole Wilson (CRD# 7187096) is an Investment Advisor Representative working at Human Investing in Lake Oswego, OR and has 1 year of experience in the finance industry.