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Financial Insights Wealth Management CRD 108797
$747M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1551 Broadway Suite 600, Tacoma, WA 98402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2013-06-10 |
| WA | RA | APPROVED | 2013-06-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Insights, Inc. | Tacoma | WA | 01/2022 | 01/2023 |
| Financial Insights, Inc. | Tacoma | WA | 01/2014 | 01/2022 |
| Financial Insights, Inc. | Tacoma | WA | 01/2023 | 08/2025 |
| Financial Insights, Inc. | Tacoma | WA | 01/2022 | Present |
Kemp & Co Construction LLC; non-investment related; 5610 41ST AVE E, TACOMA, WA, 98443; owner; 12/2022 - present; 15hrs/month, none during securities trading hours; purchase of properties, legal coordination, taxes. Spouse of primary owner.
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