Insight Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$20,500,000
Clients
40
Advisors
2
of 2 employees
About
Insight Financial serves individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations, corporations and certain qualified institutional buyers, working with about 40 clients and managing roughly $35.4 million in client assets. The firm offers fee‑based investment advisory services, financial and private wealth planning, pension participant fiduciary advice, and assistance with limited private offerings under Rule 144A.
The firm describes a tactical allocation approach and custom portfolio management that can use fundamental, technical, and cyclical analysis across a wide range of securities, with the use of investment policy statements for plan participants. Although it provides discretionary management, its reported assets show a majority held on a non‑discretionary basis, and the adviser may implement portfolio adjustments such as cash positions or sector‑specific stock recommendations.
Insight Financial’s brochure highlights several features that are less common among peers: an affiliation with and recommendation of investments in a private business lending fund and pooled vehicle (Solid Rock Capital, LLC) and a disclosed administrative role in certain Rule 144A offerings for which it may receive issuer compensation. Its investment adviser representatives are also licensed to sell insurance and provide tax preparation services, creating potential additional compensation streams that the firm discloses and manages as conflicts of interest.
Client services
Expertise
Occupation focus
Fee options
Up to $36,000 per year for Private Wealth Management Planning services (negotiated based on complexity and estimated hours)
$0 - $2 million: 1.00% annually $2 million - $5 million: 0.75% annually $5 million+: As negotiated
$250 per hour (used to estimate fixed fees for Private Wealth Management Planning)
Main office
7307 SW Beveland Road, Suite 200
Tigard OR 97223
Advisors at this office
2
Most active in
Oregon · Washington
Also doing business as
Insight Financial · Insight Financial, Inc. · Northwest Retirement Resource Group, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Erik B
Series 63, Series 65
Tigard, OR
Insight Financial
Erik Bloomfeldt is a financial advisor with Insight Financial in Tigard, OR, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at Solid Rock Capital, LLC and Integrity Financial Corporation, and has been associated with Insight Financial since 2006. Outside of advisory services, he is a part owner of a closely held corporation that owns a farm and guest ranch in Sisters, Oregon. Insight Financial serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and certain qualified institutional buyers, managing approximately $35.4 million in client assets. The firm employs a tactical allocation approach with custom portfolio management, utilizing fundamental, technical, and cyclical analysis, and offers both discretionary and non-discretionary investment services.
Litonya A
Series 66
Tigard, OR
Insight Financial
Litonya Allen is a financial advisor at Insight Financial with nine years of industry experience. She holds a Series 66 designation and has worked previously at Transamerica Financial Advisors, World Financial Group, and Ameriprise Financial Services. Outside of her advisory role, she is an ordained minister and serves as president and board member of Covering of God United Ministries, and she owns Gold Hummingbird LLC, a tax preparation business. Insight Financial serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering fee-based portfolio management, financial planning, and private wealth management. The firm employs a tactical allocation approach using fundamental, technical, and cyclical analysis across a broad range of investment instruments.
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