Marc M. Kadomatsu
Professional summary
Marc Masao Kadomatsu, CFP®, ChFC®, CLU® is a registered financial advisor currently at HUMAN INVESTING located in Lake Oswego, Oregon.
Marc is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Marc has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Marc Masao Kadomatsu's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2007
Experience
February 13, 2017 - Present
HUMAN INVESTING
Office #1: 6000 Meadows Rd Suite 105, Lake Oswego, OR 97035March 23, 2016 - January 3, 2017
MERRIMAN
December 13, 2010 - February 22, 2016
TPG FINANCIAL ADVISORS, LLC
October 25, 2010 - February 24, 2016
GENEOS WEALTH MANAGEMENT, INC.
January 4, 2008 - October 28, 2010
SECURIAN FINANCIAL SERVICES, INC.
January 24, 2006 - October 28, 2010
SECURIAN FINANCIAL SERVICES, INC.
Primary Firm SEC Registration
HUMAN INVESTING
CRD#: 133017 / SEC#: 801-63556
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/13/2017)
(11/4/2021)
Exams
Current Firm
HUMAN INVESTING
CRD#: 133017 / SEC#: 801-63556
Contact information
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,957 |
| AUM (Assets Under Management) | $ 1,879,572,170 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 02/27/2025 | ||
| 08/23/2023 | ||
| 09/27/2022 |
Red Flags
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