AdFi
AH

Alan Hensley

Seattle, WA
Verified Identity

Wealth Advisor at

Merriman

Years of Experience

17 years

Member Since

2023

Allow Me to Introduce Myself

Life can be unpredictable. It's my goal to help take the stress out of planning for retirement. When I was young, my dad was diagnosed with cancer. I remember overhearing my parents one evening as they were trying to figure out what to do with his 401(k). It was clearly a source of tremendous stres...

Clientele

Retirees
Tech Employees
Software Engineers
Surviving Spouses
High Net Worth Individuals
Startup Employees

Services Provided

Credentials and Designations

Education

University of Washington

B.A. Economics

Obtained in 2006

Previous Work Experience

Merriman

Wealth Advisor

2016 - Present

LPL Financial

Financial Consultant

2011 - 2016

Wells Fargo Advisors

Brokerage Associate

2007 - 2011

Disclosures and Proof of License

SEC Profile

Advisor Disclosure

Merriman is an SEC registered investment adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Merriman may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Merriman’s website (referred to herein as the “Website”) is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of the Website on the Internet should not be construed by any client and/or prospective client as Merriman’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Merriman with a prospective client will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. A copy of Merriman’s current written disclosure statement discussing Merriman’s business operations, services, and fees is available from Merriman upon written request. Merriman does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Merriman’s Web site or incorporated herein, and takes no responsibility thereto. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

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Profile Last Updated: March 1, 2025