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RIA / WealthAdvisorCertified Financial Planner18 years in industry

ALAN HAN HENSLEY

Advisor at FINANCIAL INSIGHTS WEALTH MANAGEMENT

TACOMA, WA

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Search this name across graphsid dfx:ria:87e0152f-05ec-2080-6af3-8edf10cfcd34

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Oct 12, 2007 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: FINANCIAL INSIGHTS WEALTH MANAGEMENT
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 11, 2007earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Oct 11, 2007
First registration: Oct 12, 2007
Dual registered: no
IAPD individual key: 5379067

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
FINANCIAL INSIGHTS WEALTH MANAGEMENT	Independent wealth	Oct 24, 2023	n/a	yes	TACOMA, WA	Current employment
Merriman	Former SEC adviser	Mar 8, 2016	Oct 13, 2023	no	SEATTLE, WA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Mar 15, 2011	Feb 19, 2016	no	SEATTLE, WA	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jan 3, 2011	Mar 14, 2011	no	SEATTLE, WA	Previous registration
WELLS FARGO INVESTMENTS, LLC	n/a	Oct 12, 2007	Jan 3, 2011	no	SEATTLE, WA\|SEATTLE, WA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
Merriman	FINANCIAL INSIGHTS WEALTH MANAGEMENT	Oct 13, 2023	Oct 24, 2023	11	Firm change	RIA to RIA
LPL FINANCIAL LLC	Merriman	Feb 19, 2016	Mar 8, 2016	18	Firm change	Other
WELLS FARGO ADVISORS	LPL FINANCIAL LLC	Mar 14, 2011	Mar 15, 2011	1	Firm change	Other
WELLS FARGO INVESTMENTS, LLC	WELLS FARGO ADVISORS	Jan 3, 2011	Jan 3, 2011	0	Bulk transfer	Other

Relationships

Registered with (5)

→ FINANCIAL INSIGHTS WEALTH MANAGEMENTRegistered adviserregistration: current employment
Oct 24, 2023 to presentfactForm ADV
→ MERRIMANRegistered adviserregistration: previous registration
Mar 8, 2016 to Oct 13, 2023factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Mar 15, 2011 to Feb 19, 2016factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jan 3, 2011 to Mar 14, 2011factForm ADV
→ WELLS FARGO INVESTMENTS, LLCRegistered adviserregistration: previous registration
Oct 12, 2007 to Jan 3, 2011factForm ADV

Dated events

Occurred
Oct 13, 2023
Advisor changed firm
Alan Han Hensley left Merriman for Financial Insights Wealth Management (registered 2023-10-24)
Form ADVobserved 6 days ago