Financial Insights Inc.

Financial Insights Inc. (CRD# 108797) is a financial advisory firm headquartered in Tacoma, WA. They manage $246,703,935 in 993 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    247
    MILLION
  • Total Number of Accounts
    993
    ACCOUNTS
  • Average Account Value
    $248,443
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, HI, NH, TX, WA

Financial Advisors at Financial Insights Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Michael W. Dunbar
CRD#: 1221526
2323 North 30th St., Suite 100, Tacoma, WA 98403
96
Wealthminder
score

Michael Dunbar (CRD# 1221526) is an Investment Advisor Representative working at Financial Insights Inc. in Tacoma, WA and has over 32 years of experience in the finance industry. Michael Dunbar has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Dorothy A. Lewis
CRD#: 1042516
3110 Ruston Way, Suite C, Tacoma, WA 98402
96
Wealthminder
score

Dorothy Lewis (CRD# 1042516) is an Investment Advisor Representative working at Financial Insights Inc. in Tacoma, WA and has over 34 years of experience in the finance industry. Dorothy Lewis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
John J. Walsh
CRD#: 1500930
2323 N. 30th St., Suite 100, Tacoma, WA 98403
96
Wealthminder
score

John Walsh (CRD# 1500930) is an Investment Advisor Representative working at Financial Insights Inc. in Tacoma, WA and has over 30 years of experience in the finance industry. John Walsh has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Linda L. Wolfe
CRD#: 1624416
2323 N. 30th St., Suite 100, Tacoma, WA 98403
96
Wealthminder
score

Linda Wolfe (CRD# 1624416) is an Investment Advisor Representative working at Financial Insights Inc. in Tacoma, WA and has over 29 years of experience in the finance industry. Linda Wolfe has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Alexandria A. Criss
CRD#: 6209364
3110 Ruston Way, Suite C, Tacoma, WA 98402
90
Wealthminder
score

Alexandria Criss (CRD# 6209364) is an Investment Advisor Representative working at Financial Insights Inc. in Tacoma, WA and has 1 year of experience in the finance industry. Alexandria Criss has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Craig G. Davis
CRD#: 4721777
3110 Ruston Way, Suite C, Tacoma, WA 98402
90
Wealthminder
score

Craig Davis (CRD# 4721777) is an Investment Advisor Representative working at Financial Insights Inc. in Tacoma, WA and has over 3 years of experience in the finance industry.

7
Daniel J. McCaffrey
CRD#: 6629486
3110 Ruston Way, Suite C, Tacoma, WA 98402
87
Wealthminder
score

Daniel McCaffrey (CRD# 6629486) is an Investment Advisor Representative working at Financial Insights Inc. in Tacoma, WA and has 1 year of experience in the finance industry.

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