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Andrew Wiemer Nelson

HUMAN INVESTING, LLC·LAKE OSWEGO, Oregon
Series 65Clean record14 years registeredHUMAN INVESTING, LLC
6000 MEADOWS RD, LAKE OSWEGO, OR 97035CRD# 5570092Firm CRD# 133017

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Andrew Wiemer Nelson · LAKE OSWEGO, OR
Registration
CRD #5570092 · HUMAN INVESTING, LLC · 14 years registered
Brand Profile
Not yet started
01

Career History

HUMAN INVESTING
Feb 2012 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · February 29, 2012
Years registered · 14
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
HUMAN INVESTING, LLC
CRD 133017 · SEC 801-63556
AUM
$1.6B
Regulatory assets under management
Employees
22
2,481 client accounts
Services offered by HUMAN INVESTING, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at HUMAN INVESTING, LLC →
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Frequently Asked Questions

What services does Andrew Wiemer Nelson offer?
Andrew Wiemer Nelson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LAKE OSWEGO, Oregon for a consultation.
What are Andrew Wiemer Nelson's credentials?
Andrew Wiemer Nelson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andrew Wiemer Nelson located?
Andrew Wiemer Nelson is based in LAKE OSWEGO, Oregon, working with HUMAN INVESTING, LLC. Their office serves clients in the LAKE OSWEGO metropolitan area and surrounding communities.
How does Andrew Wiemer Nelson charge for services?
Andrew Wiemer Nelson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HUMAN INVESTING, LLC?
HUMAN INVESTING, LLC has approximately 22 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at HUMAN INVESTING, LLC

Peter Ray Fisher
LAKE OSWEGO, OR
Dirk D Anderson
LAKE OSWEGO, OR
Marc Masao Kadomatsu
LAKE OSWEGO, OR
CFPChFC
Amber Elizabeth Jones
LAKE OSWEGO, OR

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