Light Financial Services, Inc.

Light Financial Services, Inc. (CRD# 131678) is a financial advisory firm headquartered in Fargo, ND. They manage $125,790,175 in 1,599 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
3575 45th St S, Suite 112, Fargo, ND 58104
https://www.lightfinancialservices.com/
By the Numbers
  • Total Assets Under Management
    126
    MILLION
  • Total Number of Accounts
    1,599
    ACCOUNTS
  • Average Account Value
    $78,668
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, MN, ND

Financial Advisors at Light Financial Services, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Samantha Blanchette, financial advisor Fargo ND
Samantha J. Blanchette
CRD#: 6959312
3575 45th St S, Suite 112, Fargo, ND 58104

Samantha Blanchette (CRD# 6959312) is an Investment Advisor Representative working at Light Financial Services, Inc. in Fargo, ND and has over 5 years of experience in the finance industry.

2
Paul Light, financial advisor Fargo ND
Paul A. Light
CRD#: 1986167
3575 45th St S, Suite 112, Fargo, ND 58104

Paul Light (CRD# 1986167) is an Investment Advisor Representative working at Light Financial Services, Inc. in Fargo, ND and has over 34 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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