FINANCIAL SENSE ADVISORS, INC.
CRD #111090 SEC #801-25937 SAN DIEGO, CA 858-487-3939
SEC Registered Broker-Dealer
Total AUM
$681.4M
Discretionary
$681.4M
Employees
13
Clients
11
Accounts
1,104
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 4, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Helm, Lisa | I | CEO | NA | Control |
| Helm, Lisa | I | CEO | NA | Control |
| MIDDLETON, SCOTT, ALLEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MIDDLETON, SCOTT, ALLEN | I | VICE PRESIDENT OPERATIONS | NA | Control |
| MIDDLETON, SCOTT, ALLEN | I | VICE PRESIDENT OPERATIONS | NA | Control |
| MIDDLETON, SCOTT, ALLEN | I | VICE PRESIDENT OPERATIONS | NA | Control |
| MIDDLETON, SCOTT, ALLEN | I | VICE PRESIDENT OPERATIONS | NA | Control |
| MIDDLETON, SCOTT, ALLEN | I | VICE PRESIDENT OPERATIONS | NA | Control |
| MIDDLETON, SCOTT, ALLEN | I | VICE PRESIDENT OPERATIONS | NA | Control |
| MIDDLETON, SCOTT, ALLEN | I | VICE PRESIDENT OPERATIONS | NA | Control |
| MIDDLETON, SCOTT, ALLEN | I | VICE PRESIDENT OPERATIONS | NA | Control |
| MIDDLETON, SCOTT, ALLEN | I | VICE PRESIDENT OPERATIONS | NA | Control |
| MIDDLETON, SCOTT, ALLEN | I | VICE PRESIDENT OPERATIONS | NA | Control |
| MIDDLETON, SCOTT, ALLEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MIDDLETON, SCOTT, ALLEN | I | VICE PRESIDENT OPERATIONS | NA | Control |
| MIDDLETON, SCOTT, ALLEN | I | VICE PRESIDENT OPERATIONS | NA | Control |
| MIDDLETON, SCOTT, ALLEN | I | CHIEF OPERATING OFFICER | NA | Control |
| MIDDLETON, SCOTT, ALLEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MIDDLETON, SCOTT, ALLEN | I | CHIEF OPERATING OFFICER | NA | Control |
| MIDDLETON, SCOTT, ALLEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MIDDLETON, SCOTT, ALLEN | I | CHIEF OPERATING OFFICER | NA | Control |
| MIDDLETON, SCOTT, ALLEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MIDDLETON, SCOTT, ALLEN | I | CHIEF OPERATING OFFICER | NA | Control |
| MIDDLETON, SCOTT, ALLEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MIDDLETON, SCOTT, ALLEN | I | CHIEF OPERATING OFFICER | NA | Control |
| PAPPALARDO, SANDRA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PAPPALARDO, SANDRA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PAPPALARDO, SANDRA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PAPPALARDO, SANDRA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PAPPALARDO, SANDRA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PAPPALARDO, SANDRA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PAPPALARDO, SANDRA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PAPPALARDO, SANDRA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PAPPALARDO, SANDRA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PAPPALARDO, SANDRA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PAPPALARDO, SANDRA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PAPPALARDO, SANDRA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PAPPALARDO, SANDRA, ANN | I | CHIEF OPERATING OFFICER | NA | Control |
| PAPPALARDO, SANDRA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PAPPALARDO, SANDRA, ANN | I | CHIEF OPERATING OFFICER | NA | Control |
| PAPPALARDO, SANDRA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PAPPALARDO, SANDRA, ANN | I | CHIEF OPERATING OFFICER | NA | Control |
| PAPPALARDO, SANDRA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PAPPALARDO, SANDRA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PAPPALARDO, SANDRA, ANN | I | CEO & CCO | NA | |
| PAPPALARDO, SANDRA, ANN | I | CEO & CCO | NA | |
| PAPPALARDO, SANDRA, ANN | I | CEO & CCO | NA | |
| PAPPALARDO, SANDRA, ANN | I | CEO & CCO | NA | |
| Pappalardo, Sandra, Ann | I | CHIEF COMPLIANCE OFFICER | NA | |
| Pappalardo, Sandra, Ann | I | CHIEF COMPLIANCE OFFICER | NA | |
| Valenzuela, Abdiel, Alan | I | CHIEF COMPLIANCE OFFICER | NA | |
| Valenzuela, Abdiel, Alan | I | CHIEF COMPLIANCE OFFICER | NA | |
| Valenzuela, Abdiel, Alan | I | CHIEF COMPLIANCE OFFICER | NA | |
| Valenzuela, Abdiel, Alan | I | CHIEF COMPLIANCE OFFICER | NA | |
| Valenzuela, Abdiel, Alan | I | CHIEF COMPLIANCE OFFICER | NA | |
| Valenzuela, Abdiel, Alan | I | CHIEF COMPLIANCE OFFICER | NA | |
| Valenzuela, Abdiel, Alan | I | CHIEF COMPLIANCE OFFICER | NA | |
| Valenzuela, Abdiel, Alan | I | CHIEF COMPLIANCE OFFICER | NA | |
| Valenzuela, Abdiel, Alan | I | CHIEF COMPLIANCE OFFICER | NA | |
| Valenzuela, Abdiel, Alan | I | CHIEF COMPLIANCE OFFICER | NA | |
| PUPLAVA, JAMES, JOSEPH | I | PRESIDENT | E | Control |
| PUPLAVA, JAMES, JOSEPH | I | PRESIDENT | E | Control |
| PUPLAVA, JAMES, JOSEPH | I | PRESIDENT | E | Control |
| PUPLAVA, JAMES, JOSEPH | I | PRESIDENT | E | Control |
| PUPLAVA, JAMES, JOSEPH | I | PRESIDENT | E | Control |
| PUPLAVA, JAMES, JOSEPH | I | PRESIDENT | E | Control |
| PUPLAVA, JAMES, JOSEPH | I | PRESIDENT | E | Control |
| PUPLAVA, JAMES, JOSEPH | I | PRESIDENT | E | Control |
| PUPLAVA, JAMES, JOSEPH | I | PRESIDENT | E | Control |
| PUPLAVA, JAMES, JOSEPH | I | PRESIDENT | E | Control |
| PUPLAVA, JAMES, JOSEPH | I | PRESIDENT | E | Control |
| PUPLAVA, JAMES, JOSEPH | I | PRESIDENT | E | Control |
| PUPLAVA, JAMES, JOSEPH | I | PRESIDENT | E | Control |
| PUPLAVA, JAMES, JOSEPH | I | PRESIDENT | E | Control |
| PUPLAVA, JAMES, JOSEPH | I | PRESIDENT | E | Control |
| PUPLAVA, JAMES, JOSEPH | I | PRESIDENT | E | Control |
| PUPLAVA, JAMES, JOSEPH | I | PRESIDENT | E | Control |
| PUPLAVA, JAMES, JOSEPH | I | PRESIDENT | E | Control |
| PUPLAVA, JAMES, JOSEPH | I | PRESIDENT | E | Control |
| PUPLAVA, JAMES, JOSEPH | I | PRESIDENT | E | Control |
| PUPLAVA, JAMES, JOSEPH | I | PRESIDENT | E | Control |
| PUPLAVA, JAMES, JOSEPH | I | PRESIDENT | E | Control |
| PUPLAVA, JAMES, JOSEPH | I | PRESIDENT | E | Control |
| PUPLAVA, JAMES, JOSEPH | I | CHIEF COMPLIANCE OFFICER | E | Control |
| PUPLAVA, JAMES, JOSEPH | I | PRESIDENT | E | Control |
| PUPLAVA, JAMES, JOSEPH | I | PRESIDENT | E | Control |
| PUPLAVA, JAMES, JOSEPH | I | PRESIDENT | E | Control |
| PUPLAVA, JAMES, JOSEPH | I | PRESIDENT | E | Control |
| PUPLAVA, JAMES, JOSEPH | I | PRESIDENT | E | Control |
| PUPLAVA, JAMES, JOSEPH | I | PRESIDENT | E | Control |
| PUPLAVA, JAMES, JOSEPH | I | CHIEF COMPLIANCE OFFICER | E | Control |
| PUPLAVA, JAMES, JOSEPH | I | PRESIDENT | E | Control |
| PUPLAVA, JAMES, JOSEPH | I | CHIEF COMPLIANCE OFFICER | E | Control |
| PUPLAVA, JAMES, JOSEPH | I | PRESIDENT | E | Control |
| PUPLAVA, JAMES, JOSEPH | I | CHIEF COMPLIANCE OFFICER | E | Control |
| PUPLAVA, JAMES, JOSEPH | I | PRESIDENT | E | Control |
| PUPLAVA, JAMES, JOSEPH | I | CHIEF COMPLIANCE OFFICER | E | Control |
| PUPLAVA, JAMES, JOSEPH | I | PRESIDENT | E | Control |
| PUPLAVA, JAMES, JOSEPH | I | CHIEF COMPLIANCE OFFICER | E | Control |
| PUPLAVA, JAMES, JOSEPH | I | PRESIDENT | E | Control |
| PUPLAVA, JAMES, JOSEPH | I | PRESIDENT | E | Control |
| PUPLAVA, JAMES, JOSEPH | I | PRESIDENT | E | Control |
| PUPLAVA, JAMES, JOSEPH | I | PRESIDENT | E | Control |
| PUPLAVA, JAMES, JOSEPH | I | PRESIDENT | E | Control |
| PUPLAVA, JAMES, JOSEPH | I | PRESIDENT | E | Control |
| PUPLAVA, JAMES, JOSEPH | I | PRESIDENT | E | Control |
| PUPLAVA, JAMES, JOSEPH | I | PRESIDENT | E | Control |
| PUPLAVA, JAMES, JOSEPH | I | PRESIDENT | E | Control |
| PUPLAVA, JAMES, JOSEPH | I | PRESIDENT | E | Control |
| PUPLAVA, JAMES, JOSEPH | I | PRESIDENT | E | Control |
| PUPLAVA, JAMES, JOSEPH | I | PRESIDENT | E | Control |
| PUPLAVA, JAMES, JOSEPH | I | PRESIDENT | E | Control |
| PUPLAVA, JAMES, JOSEPH | I | PRESIDENT | E | Control |
| PUPLAVA, JAMES, JOSEPH | I | CEO & CCO | E | Control |
| PUPLAVA, JAMES, JOSEPH | I | PRESIDENT | E | Control |
| PUPLAVA, JAMES, JOSEPH | I | PRESIDENT | E | Control |
| PUPLAVA, JAMES, JOSEPH | I | PRESIDENT | E | Control |
| PUPLAVA, JAMES, JOSEPH | I | CEO & CCO | E | Control |
| PUPLAVA, JAMES, JOSEPH | I | PRESIDENT | E | Control |
| PUPLAVA, JAMES, JOSEPH | I | PRESIDENT | E | Control |
| PUPLAVA, JAMES, JOSEPH | I | CEO & CCO | E | Control |
| PUPLAVA, JAMES, JOSEPH | I | PRESIDENT | E | Control |
| PUPLAVA, JAMES, JOSEPH | I | CCO | E | Control |
| PUPLAVA, JAMES, JOSEPH | I | PRESIDENT | E | Control |
| PUPLAVA, JAMES, JOSEPH | I | CCO | E | Control |
Registrations
Federal
IA
Sep 4, 2025 REGISTERED
Notice Filings (37)
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Address
10920 VIA FRONTERASUITE 500
SAN DIEGO, CA 92127
United States
Phone: 858-487-3939