Financial Insights Wealth Management

CRD 108797 · Tacoma, WA · $746.7M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 108797
SEC number: 801-21624
Firm type: RIA
Assets under management: $746.7M as of Jun 2, 2026
Website: www.linkedin.com/company/financial-insights-inc ↗
Phone: (253) 627-6010
Address: 1551 Broadway, Tacoma, WA, 98402

Advisors at this firm

8 in our index · page 1 of 1

Amanda Marie BurrowsCRD 5744738 · Tacoma, WA

IA RegisteredRegistration inactive
Michael William DunbarCRD 1221526 · Tacoma, WA

IA RegisteredRegistration inactive
Jordan FordCRD 7911039 · Tacoma, WA

IA Registered
Alan Han HensleyCRD 5379067 · Tacoma, WA

IA Registered
Alexandria Anne KempCRD 6209364 · Tacoma, WA

IA Registered
Dorothy Anne LewisCRD 1042516 · Tacoma, WA

IA Registered
Daniel Joseph MccaffreyCRD 6629486 · Tacoma, WA

IA Registered
John Joseph WalshCRD 1500930 · Tacoma, WA

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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