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DM

Daniel J. Mccaffrey

FINANCIAL INSIGHTS WEALTH MANAGEMENT
TACOMA, WA 98402
Some features on this profile are disabled
CRD#: 6629486
DM

Professional summary

Daniel Joseph Mccaffrey, who also goes by Danny Mccaffrey, is a registered financial advisor currently at FINANCIAL INSIGHTS WEALTH MANAGEMENT located in Tacoma, Washington.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Daniel has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Danny Mccaffrey

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 Daniel Joseph Mccaffrey'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®
None

Experience

Current

March 24, 2016 - Present

FINANCIAL INSIGHTS WEALTH MANAGEMENT

Office #1: 1551 Broadway Suite 600, Tacoma, WA 98402
RIA
CRD#: 108797
TACOMA, 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".
FI
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
Washington
(3/24/2016)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/22/2016
Uniform Investment Adviser Law Examination

Current Firm

FI
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
13

SEC notice filing (10 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts1,950
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.

Company Information

FINANCIAL INSIGHTS WEALTH MANAGEMENT

CRD#: 108797Tacoma, WA 98402

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