Unclaimed Profile

Andrew Wiemer Nelson

HUMAN INVESTING, LLC·LAKE OSWEGO, Oregon

Clean recordHUMAN 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Andrew Wiemer Nelson is a registered financial advisor based in LAKE OSWEGO, Oregon, affiliated with HUMAN INVESTING, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

HUMAN INVESTING, LLC

HUMAN INVESTING

AUM

$1.6B

Regulatory assets under management

Employees

Total firm employees

View all advisors at HUMAN INVESTING, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 5570092

Firm CRD# 133017

View on FINRA BrokerCheck →

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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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