Unclaimed Profile

Dirk D Anderson

ANDERSONFISHER LLC·LAKE OSWEGO, Oregon

Series 7, Series 63, Series 65Clean record24 years registeredANDERSONFISHER LLC

5800 MEADOWS ROAD, LAKE OSWEGO, OR 97035CRD# 2872175Firm CRD# 133017

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Dirk D Anderson · LAKE OSWEGO, OR

Registration

CRD #2872175 · ANDERSONFISHER LLC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ANDERSONFISHER LLC

HUMAN INVESTING

Jan 2006 – Feb 2017

LAKE OSWEGO, OR

ANDERSONFISHER LLC

Nov 2004 – Dec 2005

LAKE OSWEGO, OR

MERRILL LYNCH PIERCE FENNER & SMITH INC.

Jan 2002 – Oct 2004

LAKE OSWEGO, OR

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · January 7, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HUMAN INVESTING, LLC

CRD 133017 · SEC 801-63556

AUM

$1.6B

Regulatory assets under management

Employees

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 →

Introduction

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Frequently Asked Questions

What services does Dirk D Anderson offer?

Dirk D Anderson specializes in Financial Planning, Investment Management, Wealth Management.

What are Dirk D Anderson's credentials?

Dirk D Anderson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Dirk D Anderson located?

Dirk D Anderson is based in LAKE OSWEGO, Oregon, last registered with ANDERSONFISHER LLC.

How does Dirk D Anderson charge for services?

Dirk D Anderson'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 ANDERSONFISHER LLC?

ANDERSONFISHER 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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