Steward Partners Investment Advisory
47yrs
Top advisor by experience in Lake Oswego
10yrs
William Kellar is a fiduciary financial advisor in Lake Oswego, Oregon, with 10 years in the industry. William joined Human Investing in 2016, a firm offering financial planning, investment management, and retirement plan consulting. William holds the CFP® designation.
One of 548 advisors with offices in Lake Oswego, and one of 514 fiduciaries.
At a glance
Experience10 years (since 2016)
How that compares ?Top 25% by experience at Human Investing
Office6000 Meadows Rd Suite 105, Lake Oswego, OR 97035
FirmHuman Investing
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$723,868
Advisors at the firm16
States licensed ?2 states
Services through Human Investing
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2016 – nowHuman InvestingCurrent firm
Contact William
(503) 905-3100Human Investing main office 6000 Meadows Rd Suite 105Lake Oswego, OR 97035Office · Get directions Firm websitewww.humaninvesting.com
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Questions to ask William
Tailored to William’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About William
How do I contact William?
Call Human Investing at (503) 905-3100 and ask for William Kellar. William works from the Lake Oswego, OR office.
How long has William been a financial advisor?
William has been in the industry since 2016, about 10 years. Top 25% by experience at Human Investing.
What licenses does William hold?
Series 65. Tap any license on this page to see what it allows.
Is William a fiduciary?
William is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is William paid?
Human Investing reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask William for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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