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Nicole Lindblom

Human Investing

Lake Oswego, OR

CRD 8161113

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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

AuthorityCategoryStatusDate
OR RA APPROVED 2026-01-27
  • OR RA
    APPROVED
    Since 2026-01-27

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
Human Investing Lake Oswego OR 09/2024 Present
George Fox University Newberg WA 08/2020 09/2024
Capital High School Olympia WA 09/2016 08/2020
Griffin Middle School Olympia WA 09/2013 09/2016
  • 09/2024 → Present
    Human Investing
    Lake Oswego, OR
  • 08/2020 → 09/2024
    George Fox University
    Newberg, WA
  • 09/2016 → 08/2020
    Capital High School
    Olympia, WA
  • 09/2013 → 09/2016
    Griffin Middle School
    Olympia, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-27
  • S65 Uniform Investment Adviser Law Examination
    2026-01-27

View on SEC IAPD

Nearby Firms

PANORAMIC CAPITAL PARTNERS LLC
NORTHMARQ FUND MANAGEMENT, LLC
STEWARD PARTNERS INVESTMENT ADVISORY, LLC

Nearby Investors

Grace Buchanan
ANDREW GEORGE ROUNSAVELLE CARTER
LISA M CASELLI

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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