Amanda Marie Burrows
Investment adviser representative at Financial Insights Wealth Management
14 yearsExperience
1 stateRegistered 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
14 years in the industry.
- Financial Insights Wealth ManagementJul 2019 to now
- Financial Insights IncJul 2019 to now
- UnemployedNov 2018 to Jul 2019
- J.P. Morgan Securities LLCOct 2012 to Nov 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (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
- 5744738
- Firm CRD
- 108797