William Joseph Kellar

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

• 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

• S65 Uniform Investment Adviser Law Examination
  2016-04-26

Designations

• Certified Financial Planner