Unclaimed Profile

Marc Masao Kadomatsu

HUMAN INVESTING, LLC·LAKE OSWEGO, Oregon

SIE, Series 7, Series 66CFP ChFCClean record18 years registeredHUMAN INVESTING, LLC

6000 MEADOWS RD, LAKE OSWEGO, OR 97035CRD# 4612926Firm CRD# 133017

Profile Verification

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

Identity

Marc Masao Kadomatsu · LAKE OSWEGO, OR

Registration

CRD #4612926 · HUMAN INVESTING, LLC · 18 years registered

Brand Profile

Not yet started

Career History

HUMAN INVESTING

Feb 2017 – present

MERRIMAN

Mar 2016 – Jan 2017

Portland, OR

TPG FINANCIAL ADVISORS, LLC

Dec 2010 – Feb 2016

PORTLAND, OR

SECURIAN FINANCIAL SERVICES, INC.

Jan 2008 – Oct 2010

NEWPORT BEACH, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · January 4, 2008

Years registered · 18

Professional designations · CFP, ChFC

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 Marc Masao Kadomatsu offer?

Marc Masao Kadomatsu specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LAKE OSWEGO, Oregon for a consultation.

What are Marc Masao Kadomatsu's credentials?

Marc Masao Kadomatsu holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Marc Masao Kadomatsu located?

Marc Masao Kadomatsu 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 Marc Masao Kadomatsu charge for services?

Marc Masao Kadomatsu'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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