David Anderson

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

• 10/2016 → 10/2017
  Vonborstel & Associates
  Portland, OR
• 10/2017 → 10/2019
  Lpl Financial, Llc
  Portland, OR
• 03/2018 → 10/2019
  Financial Advocates Investment Management
  Portland, OR
• 12/2025 → Present
  Human Investing
  Lake Oswego, OR
• 10/2019 → 07/2022
  M Financial Group
  Portland, OR
• 07/2022 → 11/2025
  M Financial Group
  Portland, OR

Previous Registrations

• 2019-12-02 → 2025-12-05
  M Holdings Securities, Inc.
  Portland, OR
• 2018-03-21 → 2019-10-07
  Financial Advocates Investment Management
  Portland, OR
  Olympia, WA

Exams

• S66 Uniform Combined State Law Examination
  2018-03-05

Designations

• Certified Financial Planner

Other Names

• David Anderson
• David Michael Anderson