Alan Han Hensley
Investment adviser representative at Financial Insights Wealth Management
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$746.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Financial Insights Wealth ManagementOct 2023 to now
- Financial Insights, Inc.Oct 2023 to now
- Merriman Wealth Management, LLCFeb 2016 to Oct 2023
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
Financial Insights Wealth Management
Legal name: Financial Insights Inc
$746.7MAssets managed
774Clients
8Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5379067
- Firm CRD
- 108797