Cole Thomas
Investment adviser representative at Human Investing
11 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
11 years in the industry.
- Human Investing LLCJan 2025 to now
- Aldrich Cpas + AdvisorsSep 2023 to Jan 2025
- UnemployedApr 2023 to Sep 2023
- George Fox UniversityAug 2019 to Apr 2023
- Lucky 7 Beverage CompanyJan 2017 to Jan 2023
- Canby High SchoolJan 2015 to Jan 2017
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
- 8035806
- Firm CRD
- 133017