Daniel Joseph Mccaffrey
Investment adviser representative at Financial Insights Wealth Management
13 yearsExperience
1 stateRegistered in
$746.7MFirm assets
42 yearsFirm in business
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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
13 years in the industry.
- Financial Insights Wealth ManagementMar 2016 to now
- Financial Insights Inc.Sep 2013 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
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
- 6629486
- Firm CRD
- 108797