Marc Masao Kadomatsu

Employer firm

Human Investing CRD 133017

$2.22B regulatory AUM 6 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• TAX CONSULTING AND COMPLIANCE SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2016 → 01/2017
  Merriman Wealth Management, Llc
  Seattle, WA
• 01/2017 → Present
  Human Investing
  Lake Oswego, OR

Previous Registrations

• 2016-03-23 → 2017-01-03
  Merriman
  Portland, OR
  Seattle, WA
• 2010-12-13 → 2016-02-22
  Tpg Financial Advisors, Llc
  Portland, OR
• 2008-01-04 → 2010-10-28
  Securian Financial Services, Inc.
  Newport Beach, CA

Exams

• S66 Uniform Combined State Law Examination
  2006-04-03

Designations

• Certified Financial Planner
• Chartered Financial Consultant