Inactive

Holly Huddleson

Human Investing

Lake Oswego, OR

CRD 8021446

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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:

Current Employers

Human Investing

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

Current Registrations

Authority	Category	Status	Date
OR	RA	APPROVED	2025-02-18

OR RA
APPROVED

Since 2025-02-18

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

Organization	City	State	From	To
Delap Llp	Lake Oswego	OR	07/2015	07/2024
Unemployed	Tualatin	OR	07/2024	11/2024
Human Investing	Lake Oswego	OR	11/2024	Present

07/2015 → 07/2024

Delap Llp

Lake Oswego, OR
07/2024 → 11/2024

Unemployed

Tualatin, OR
11/2024 → Present

Human Investing

Lake Oswego, OR

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-02-18

S65 Uniform Investment Adviser Law Examination

2025-02-18

View on SEC IAPD

Nearby Firms

PANORAMIC CAPITAL PARTNERS LLC

NORTHMARQ FUND MANAGEMENT, LLC

STEWARD PARTNERS INVESTMENT ADVISORY, LLC

Nearby Investors

ANDREW GEORGE ROUNSAVELLE CARTER

Nearby Offices

PANORAMIC CAPITAL PARTNERS LLC · LAKE OSWEGO, OR

NORTHMARQ FUND MANAGEMENT, LLC · LAKE OSWEGO, OR

STEWARD PARTNERS INVESTMENT ADVISORY, LLC · LAKE OSWEGO, OR

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