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Andrew Wiemer Nelson

HUMAN INVESTING, LLC·LAKE OSWEGO, Oregon
Unclaimed Profile
6000 MEADOWS RD, LAKE OSWEGO, OR 97035CRD# 5570092Firm CRD# 133017
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
HUMAN INVESTING, LLC
HUMAN INVESTING
AUM
$1.6B
Regulatory assets under management
Employees
22
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
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5570092
Firm CRD# 133017
No disclosures on file
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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Nearby cities in Oregon
PORTLAND (575)BEND (47)EUGENE (40)SALEM (35)BEAVERTON (27)
City Guides
PORTLAND GuideBEND GuideEUGENE GuideSALEM GuideBEAVERTON Guide
Research
Advisor Fees in OregonNational Fee Analysis
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