This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

INSIGHT FINANCIAL ADVISORS

Current firm class

state registeredderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Mar 19, 1984earliest registration or exam on IAPD

Years in industry

42derivedfrom the industry start date

Years at current firm

17derivedfrom the current registration's begin date

Current registrations

2

Registered states

3

Designations

Certified Financial Planner

Exams

S63

First exam

Mar 19, 1984

Dual registered

yes, broker-dealer

Other names

WANDA LEE HERSHBERGER|WANDA LEE NORTON

IAPD individual key

1036229

Graph

RIA / Wealth Management

Canonical id

dfx:ria:0407315e-b6c7-673c-2a68-2f64fa145cdc

First observed

Mar 19, 1984

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.