TrueAdvisor
TrueAdvisor
MK
CFP · ChFC
MK
CFP · ChFC

Marc Masao Kadomatsu

Human Investing
19 Years of Experience
View SEC Summary
View SEC Summary
Human Investing
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
1,111 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$1.9B

Location

6000 Meadows Rd, Suite 105, Lake Oswego, OR, 97035

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Human Investing
February 2017 - Present · 9 yrs
Previous Registrations
Merriman
March 2016 - January 2017 · 10 mos
Tpg Financial Advisors, LLC
December 2010 - February 2016 · 5 yrs 2 mos
Geneos Wealth Management, INC.Broker
October 2010 - February 2016 · 5 yrs 4 mos
Securian Financial Services, INC.
January 2008 - October 2010 · 2 yrs 9 mos
Securian Financial Services, INC.Broker
January 2006 - October 2010 · 4 yrs 9 mos
State Registrations2 states
ORTX
Advisor
Exams
No exam information available for this advisor.