Alan H. Hensley

FINANCIAL INSIGHTS WEALTH MANAGEMENT

TACOMA, WA 98402

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CRD#: 5379067

Professional summary

Alan Han Hensley, CFP® is a registered financial advisor currently at FINANCIAL INSIGHTS WEALTH MANAGEMENT located in Tacoma, Washington.

Alan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Alan has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alan Han Hensley's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2017

Experience

Current

October 24, 2023 - Present

FINANCIAL INSIGHTS WEALTH MANAGEMENT

Office #1: 1551 Broadway Suite 600, Tacoma, WA 98402

RIA

CRD#: 108797

TACOMA, WA

Past

March 8, 2016 - October 13, 2023

MERRIMAN

RIA

CRD#: 166580

SEATTLE, WA

Past

March 15, 2011 - February 19, 2016

LPL FINANCIAL LLC

RIA

CRD#: 6413

SEATTLE, WA

Past

March 15, 2011 - February 19, 2016

LPL FINANCIAL LLC

CRD#: 6413

SEATTLE, WA

Past

January 3, 2011 - March 14, 2011

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

SEATTLE, WA

Past

January 3, 2011 - March 14, 2011

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

SEATTLE, WA

Past

October 12, 2007 - January 3, 2011

WELLS FARGO INVESTMENTS, LLC

RIA

CRD#: 10582

SEATTLE, WA

Past

September 13, 2007 - January 3, 2011

WELLS FARGO INVESTMENTS, LLC

CRD#: 10582

SEATTLE, WA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FINANCIAL INSIGHTS WEALTH MANAGEMENT

FINANCIAL INSIGHTS | MICHAEL DUNBAR, CFP, LLC | FINANCIAL INSIGHTS WEALTH MANAGEMENT | FINANCIAL INSIGHTS INC

CRD#: 108797 / SEC#: 801-21624

RIA

Registered Investment Advisory firm - (6/26/1984 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(10/24/2023)

IAR

Washington
(10/24/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/11/2007

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 2/19/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/12/2007

General Securities Representative Examination

Current Firm

FINANCIAL INSIGHTS WEALTH MANAGEMENT

FINANCIAL INSIGHTS | MICHAEL DUNBAR, CFP, LLC | FINANCIAL INSIGHTS WEALTH MANAGEMENT | FINANCIAL INSIGHTS INC

CRD#: 108797 / SEC#: 801-21624

RIA

Registered Investment Advisory firm - (6/26/1984 Approved)

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Contact information

Main Address

1551 Broadway Suite 600, Tacoma, WA 98402

Mailing Address

Phone number

(253) 627-6010

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A APPENDIX 1 - WRAP FEE PROGRAM BROCHURE 2025 (10/10/2025)

FORM ADV PART 2A - 2025 (10/10/2025)

Regulatory assets under management

Total Number of Accounts	1,950
AUM (Assets Under Management)	$ 662,711,005

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Alan H. Hensley

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alan Han Hensley's CRS (Customer Relationship Summary).

Certified licenses

Experience

MERRIMAN

LPL FINANCIAL LLC

LPL FINANCIAL LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO INVESTMENTS, LLC

WELLS FARGO INVESTMENTS, LLC

Primary Firm SEC Registration

FINANCIAL INSIGHTS WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 10/11/2007

SIE

Date: 2/19/2016

Series 7

Date: 9/12/2007

Current Firm

FINANCIAL INSIGHTS WEALTH MANAGEMENT

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FINANCIAL INSIGHTS WEALTH MANAGEMENT

TRUST BUT VERIFY

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