David Anderson

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Contact Information

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Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

9 years registered in the securities industry

Current & Past Employments

Current

HUMAN INVESTINGCurrent·CRD# 133017

RIA

6000 Meadows Rd Suite 105, Lake Oswego, OR 97035

December 11, 2025 - Present

Past

M HOLDINGS SECURITIES, INC.Past·CRD# 43285

RIA

Portland, OR

December 2, 2019 - December 5, 2025

M HOLDINGS SECURITIES, INC.Past·CRD# 43285

BD

Portland, OR

December 2, 2019 - December 5, 2025

LPL FINANCIAL LLCPast·CRD# 6413

BD

Portland, OR

November 27, 2017 - October 23, 2019

FINANCIAL ADVOCATES INVESTMENT MANAGEMENTPast·CRD# 151298

RIA

Portland, OR

March 21, 2018 - October 7, 2019

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Current Firm

HI

HUMAN INVESTING

A & F | HUMAN INVESTING, LLC | HUMAN INVESTING | ANDERSONFISHER LLC | ANDERSONFISHER

CRD#: 133017 / SEC#: 801-63556

RIA

Registered Investment Advisory firm - SEC (10/5/2004 Approved)

California

Registered Investment Advisory firm - California (7/15/2008 Cancelled)

Contact Information

Main Address

6000 Meadows Rd Suite 105, Lake Oswego, OR 97035

Mailing Address

6000 Meadows Rd Suite 105, Lake Oswego, OR 97035

Phone Number

(503) 905-3100

# of Employees

28

SEC notice filing (8 States and Territories)

Registered to provide investment advisory services in 8 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ACCESS BY HUMAN INVESTING ADVISORY PROGRAM BROCHURE (3/26/2026)

HUMAN INVESTING, LLC DBA HUMAN INVESTING, ADV PART 2A (3/26/2026)

Regulatory Assets Under Management

Total Number of Accounts

3,382

AUM (Assets Under Management)

$2,224,161,775

Accountant Surprise Examination Report

Filing Date	Form ADV-E Cover	Form ADV-E Report
08/26/2026	Cover Page	Report
10/14/2025	Cover Page	Report
02/27/2025	Cover Page	Report

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

HI

HUMAN INVESTING

A & F | HUMAN INVESTING, LLC | HUMAN INVESTING | ANDERSONFISHER LLC | ANDERSONFISHER

CRD#: 133017 / SEC#: 801-63556

RIA

Registered Investment Advisory firm - SEC (10/5/2004 Approved)

California

Registered Investment Advisory firm - California (7/15/2008 Cancelled)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

IAR

Oregon
(12/11/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.