David Anderson
Investment adviser representative at Human Investing
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Human InvestingDec 2025 to now
- M Financial GroupOct 2019 to Nov 2025
- Financial Advocates Investment ManagementMar 2018 to Oct 2019
- LPL Financial, LLCOct 2017 to Oct 2019
- Vonborstel & AssociatesOct 2016 to Oct 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (OR).
Human Investing
Legal name: Human Investing, LLC
$2.2BAssets managed
1,348Clients
16Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6721929
- Firm CRD
- 133017