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Vice President & Wealth Advisor · Financial Insights Wealth Management

Alan H. Hensley

CRD 5379067 · Named on Form ADV at one SEC-registered adviser

At a glance

Financial Insights Wealth Management, an SEC-registered wealth manager based in Tacoma, WA with $747 million in regulatory assets, lists Alan H. Hensley on its Form ADV as Vice President & Wealth Advisor.

Firms and roles

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Alan’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Dorothy A. LewisFounder, Financial Insights Wealth Management
  • Alexandria A. KempChief Executive Officer, Financial Insights Wealth Management
  • Daniel J. McCaffreySenior Portfolio Manager, Financial Insights Wealth Management
  • Jordan FordChief Compliance Officer & Director of Business Operations, Financial Insights Wealth Management

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Alan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.