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William Joseph Kellar

Human Investing

Lake Oswego, OR

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Current Employers
Human Investing

6000 Meadows Rd Suite 105, Lake Oswego, OR 97035 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2019-11-24
OR RA APPROVED 2016-04-26
  • TX RA
    APPROVED_RES
    Since 2019-11-24
  • OR RA
    APPROVED
    Since 2016-04-26

Branch Locations

6000 Meadows Rd Suite 105, Lake Oswego, OR 97035 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Andersonfisher Llc Dba Human Investing Lake Oswego OR 09/2015 Present
  • 09/2015 → Present
    Andersonfisher Llc Dba Human Investing
    Lake Oswego, OR
Other Businesses

Name of other business: George Fox University; Investment Related: No; Address: 414 N Meridian St, Newberg, OR 97132; Nature of business: Private University; Position/Title: Adjunct Professor; Start Date: 08/2022; Hours per month: 40 hrs per month for 4 months of the year; Hours per month during trading hours: 30 hours per mth for 4 months of the year; Duties: Teach 1 financial planning course (FINP 470) in the fall semester for the financial planning programming

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-04-26
  • S65 Uniform Investment Adviser Law Examination
    2016-04-26
Designations

View on SEC IAPD

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