Cort Daniel Morris
Investment adviser representative at Human Investing
10 yearsExperience
1 stateRegistered in
$2.2BFirm assets
22 yearsFirm in business
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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 InvestingMay 2024 to now
- Edward JonesJun 2023 to Aug 2023
- Grocery OutletMay 2022 to Aug 2022
- Wild River PizzaMay 2021 to Aug 2021
- George Fox UniversityAug 2020 to May 2024
- Chetco ApplianceOct 2019 to Aug 2020
- Catalyst SeafoodMay 2018 to Jun 2019
- Brookings-harbor High SchoolAug 2016 to Jun 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 7766748
- Firm CRD
- 133017