Financial Insights Inc.

Financial Insights Inc. (CRD# 108797) is a financial advisory firm headquartered in Tacoma, WA. They manage $533,631,424 in 755 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    534
    MILLION
  • Total Number of Accounts
    755
    ACCOUNTS
  • Average Account Value
    $706,797
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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, FL, ID, LA, OR, TX, WA

Financial Advisors at Financial Insights Inc.
Showing 1 - 9 of 9 top financial advisors.
1
Brian A. Babbitt
CRD#: 6578410
1551 Broadway, Suite 600, Tacoma, WA 98402

Brian Babbitt (CRD# 6578410) is an Investment Advisor Representative working at Financial Insights Inc. in Tacoma, WA and has 1 year of experience in the finance industry.

2
Amanda M. Burrows
CRD#: 5744738
2323 N 30th Street, Suite 100, Tacoma, WA 98403

Amanda Burrows (CRD# 5744738) is an Investment Advisor Representative working at Financial Insights Inc. in Tacoma, WA and has over 10 years of experience in the finance industry. Amanda Burrows 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
Rhys C. Cooper
CRD#: 6870764
1551 Broadway, Suite 600, Tacoma, WA 98402

Rhys Cooper (CRD# 6870764) is an Investment Advisor Representative working at Financial Insights Inc. in Tacoma, WA and has over 3 years of experience in the finance industry.

4
Alexandria A. Criss
CRD#: 6209364
1551 Broadway, Suite 600, Tacoma, WA 98402

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.

5
Michael W. Dunbar
CRD#: 1221526
2323 North 30th St., Suite 100, Tacoma, WA 98403

Michael Dunbar (CRD# 1221526) is an Investment Advisor Representative working at Financial Insights Inc. in Tacoma, WA and has over 38 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.

6
Dorothy A. Lewis
CRD#: 1042516
1551 Broadway, Suite 600, Tacoma, WA 98402

Dorothy Lewis (CRD# 1042516) is an Investment Advisor Representative working at Financial Insights Inc. in Tacoma, WA and has over 39 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.

7
Ernest J. Luoma
CRD#: 6897899
1551 Broadway, Suite 600, Tacoma, WA 98402

Ernest Luoma (CRD# 6897899) is an Investment Advisor Representative working at Financial Insights Inc. in Tacoma, WA and has over 4 years of experience in the finance industry. Ernest Luoma 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.

8
Daniel J. McCaffrey
CRD#: 6629486
1551 Broadway, Suite 600, Tacoma, WA 98402

Daniel McCaffrey (CRD# 6629486) is an Investment Advisor Representative working at Financial Insights Inc. in Tacoma, WA and has over 6 years of experience in the finance industry.

9
John J. Walsh
CRD#: 1500930
2323 N. 30th St., Suite 100, Tacoma, WA 98403

John Walsh (CRD# 1500930) is an Investment Advisor Representative working at Financial Insights Inc. in Tacoma, WA and has over 35 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.

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