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LIGHTHOUSE FINANCIAL & CONSULTING SERVICES, LLC
CRD 145054
3201 W. WHITE OAKS DRIVE, SUITE 204, SPRINGFIELD, IL, 62704, United States
Phone
217-726-0176
Fax
217-528-3662
Registration
— (—)
Source
State registered
Total AUM
$33.6M
Discretionary AUM
$33.6M
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees; Commissions
Org form
Limited Liability Company
Filing date
2026-04-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 355 | $28.6M |
| High net worth individuals | 4 | $5.0M |
All web addresses on file
Official SEC filing: View on IAPD