Financial Insights

Financial Insights (CRD# 108797) is a financial advisory firm headquartered in Tacoma, WA. They manage $789,094,694 in 2,079 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
1551 Broadway, Suite 600, Tacoma, WA 98402
https://www.linkedin.com/company/financial-insights-inc
By the Numbers
  • Total Assets Under Management
    789
    MILLION
  • Total Number of Accounts
    2,079
    ACCOUNTS
  • Average Account Value
    $379,555
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
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
Showing 1 - 9 of 9 top financial advisors.
1
Amanda Burrows, financial advisor Tacoma WA
Amanda M. Burrows
CRD#: 5744738
1551 Broadway, Suite 600, Tacoma, WA 98402

Amanda Burrows (CRD# 5744738) is an Investment Advisor Representative working at Financial Insights in Tacoma, WA and has over 12 years of experience in the finance industry.

2
Michael Dunbar, financial advisor Tacoma WA
Michael W. Dunbar
CRD#: 1221526
1551 Broadway, Suite 600, Tacoma, WA 98402

Michael Dunbar (CRD# 1221526) is an Investment Advisor Representative working at Financial Insights in Tacoma, WA and has over 40 years of experience in the finance industry.

3
Alexandria Kemp, financial advisor Tacoma WA
Alexandria A. Kemp
CRD#: 6209364
1551 Broadway, Suite 600, Tacoma, WA 98402

Alexandria Kemp (CRD# 6209364) is an Investment Advisor Representative working at Financial Insights in Tacoma, WA and has 1 year of experience in the finance industry.

4
Dorothy Lewis, financial advisor Tacoma WA
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 in Tacoma, WA and has over 41 years of experience in the finance industry.

5
Daniel McCaffrey, financial advisor Tacoma WA
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 in Tacoma, WA and has over 8 years of experience in the finance industry.

6
John Walsh, financial advisor Tacoma WA
John J. Walsh
CRD#: 1500930
1551 Broadway, Suite 600, Tacoma, WA 98402

John Walsh (CRD# 1500930) is an Investment Advisor Representative working at Financial Insights in Tacoma, WA and has over 37 years of experience in the finance industry.

7
Kaylyn Bugay, financial advisor Tacoma WA
Kaylyn C. Bugay
CRD#: 7839748
1551 Broadway, Suite 600, Tacoma, WA 98402

Kaylyn Bugay (CRD# 7839748) is an Investment Advisor Representative working at Financial Insights in Tacoma, WA and has 1 year of experience in the finance industry.

8
Jun Chea, financial advisor Tacoma WA
Jun S. Chea
CRD#: 4451715
1551 Broadway, Suite 600, Tacoma, WA 98402

Jun Chea (CRD# 4451715) is an Investment Advisor Representative working at Financial Insights in Tacoma, WA and has over 21 years of experience in the finance industry.

9
Michael Ruff, financial advisor Tacoma WA
Michael R. Ruff
CRD#: 3148321
1551 Broadway, Suite 600, Tacoma, WA 98402

Michael Ruff (CRD# 3148321) is an Investment Advisor Representative working at Financial Insights in Tacoma, WA and has over 25 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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