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Alexandria Anne Kemp

Investment adviser representative at Financial Insights Wealth Management
11 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

11 years in the industry.

  1. Financial Insights, Inc.Jan 2014 to now
  2. Financial Insights Wealth ManagementJun 2013 to now

Designations

  • CFP® certification

Exams passed

No exams in this record.

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
6209364
Firm CRD
108797
Advisor's SEC record (opens in a new tab)
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