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Alan Han Hensley

Financial Insights Wealth Management

Tacoma, WA

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Current Employers
Financial Insights Wealth Management

1551 Broadway Suite 600, Tacoma, WA 98402 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-10-24
WA RA APPROVED 2023-10-24
  • TX RA
    APPROVED
    Since 2023-10-24
  • WA RA
    APPROVED
    Since 2023-10-24

Branch Locations

1551 Broadway Suite 600, Tacoma, WA 98402 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merriman Wealth Management, Llc Seattle WA 02/2016 02/2018
Merriman Wealth Management, Llc Seattle WA 02/2018 10/2023
Financial Insights, Inc. Tacoma WA 10/2023 Present
  • 02/2016 → 02/2018
    Merriman Wealth Management, Llc
    Seattle, WA
  • 02/2018 → 10/2023
    Merriman Wealth Management, Llc
    Seattle, WA
  • 10/2023 → Present
    Financial Insights, Inc.
    Tacoma, WA
Previous Registrations
  • 2016-03-08 → 2023-10-13
    Merriman
    Seattle, WA
  • 2011-03-15 → 2016-02-19
    Lpl Financial Llc
    Seattle, WA
  • 2011-01-03 → 2011-03-14
    Wells Fargo Clearing Services, Llc
    Seattle, WA
  • 2007-10-12 → 2011-01-03
    Wells Fargo Investments, Llc
    Seattle, WA
    Seattle, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-10-11
  • S66 Uniform Combined State Law Examination
    2007-10-11
Designations

View on SEC IAPD

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