Lighthouse Financial LLC

Lighthouse Financial LLC (CRD# 109251) is a financial advisory firm headquartered in Broomfield, CO. They manage $104,547,850 in 675 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    105
    MILLION
  • Total Number of Accounts
    675
    ACCOUNTS
  • Average Account Value
    $154,886
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

CA, CO, NE, NH, NV, TX

Financial Advisors at Lighthouse Financial LLC
Showing 1 - 3 of 3 top financial advisors.
1
Lisa A. Malick
CRD#: 6015988
360 Interlocken Blvd., Suite 101, Broomfield, CO 80021
96
Wealthminder
score

Lisa Malick (CRD# 6015988) is an Investment Advisor Representative working at Lighthouse Financial LLC in Broomfield, CO and has over 6 years of experience in the finance industry. Lisa Malick has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Joyce L. Hinds
CRD#: 1777401
2995-a Center Green Ct., Boulder, CO 80301
93
Wealthminder
score

Joyce Hinds (CRD# 1777401) is an Investment Advisor Representative working at Lighthouse Financial LLC in Boulder, CO and has over 26 years of experience in the finance industry.

3
Jack A. Hinds
CRD#: 1038431
360 Interlocken Blvd., Suite 101, Broomfield, CO 80021
86
Wealthminder
score

Jack Hinds (CRD# 1038431) is an Investment Advisor Representative working at Lighthouse Financial LLC in Broomfield, CO and has over 32 years of experience in the finance industry.

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