Lighthouse Advisers, LLC

Lighthouse Advisers, LLC (CRD# 281793) is a financial advisory firm headquartered in Mentor, OH. They manage $84,760,650 in 374 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    85
    MILLION
  • Total Number of Accounts
    374
    ACCOUNTS
  • Average Account Value
    $226,633
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Lighthouse Advisers, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Julia R. Bernhardt
CRD#: 1997529
8901 Mentor Ave., Suite G, Mentor, OH 44060
93
Wealthminder
score

Julia Bernhardt (CRD# 1997529) is an Investment Advisor Representative working at Lighthouse Advisers, LLC in Mentor, OH and has over 14 years of experience in the finance industry.

2
Morris W. Beverage
CRD#: 4221215
8450 Mentor Ave., Suite 100, Mentor, OH 44060
93
Wealthminder
score

Morris Beverage (CRD# 4221215) is an Investment Advisor Representative working at Lighthouse Advisers, LLC in Mentor, OH and has over 17 years of experience in the finance industry.

3
Thomas D. Hill
CRD#: 1037122
8450 Mentor Ave., Suite 100, Mentor, OH 44060
93
Wealthminder
score

Thomas Hill (CRD# 1037122) is an Investment Advisor Representative working at Lighthouse Advisers, LLC in Mentor, OH and has over 34 years of experience in the finance industry.

4
Eric N. Kaleal
CRD#: 5734542
8450 Mentor Ave., Suite 100, Mentor, OH 44060
93
Wealthminder
score

Eric Kaleal (CRD# 5734542) is an Investment Advisor Representative working at Lighthouse Advisers, LLC in Mentor, OH and has over 5 years of experience in the finance industry.

5
David M. Kollmorgen
CRD#: 4454147
8450 Mentor Ave., Suite 100, Mentor, OH 44060
93
Wealthminder
score

David Kollmorgen (CRD# 4454147) is an Investment Advisor Representative working at Lighthouse Advisers, LLC in Mentor, OH and has over 16 years of experience in the finance industry.

6
Thomas J. Markell
CRD#: 1396911
8450 Mentor Ave., Suite 100, Mentor, OH 44060
93
Wealthminder
score

Thomas Markell (CRD# 1396911) is an Investment Advisor Representative working at Lighthouse Advisers, LLC in Mentor, OH and has over 32 years of experience in the finance industry.

7
Bryan D. Thomas
CRD#: 5549716
8450 Mentor Ave., Suite 100, Mentor, OH 44060
90
Wealthminder
score

Bryan Thomas (CRD# 5549716) is an Investment Advisor Representative working at Lighthouse Advisers, LLC in Mentor, OH and has over 4 years of experience in the finance industry.

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