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Gig Harbor, WA Office

Team
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Lighthouse Wealth Strategies, LLC logo

Lighthouse Wealth Strategies, LLC

Team

Firm-wide stats for Lighthouse Wealth Strategies, LLC

Total advisors

12

Across 2 offices

Clients per advisor

72 High

Avg AUM per client

$975,075 Typical

HNW client ratio

25% Typical

Location

3312 Rosedale Street NW Suite 201

Gig Harbor WA 98335

Advisors at this office

11

Advisors at this office

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Brady B

Series 66

Gig Harbor, WA

Lighthouse Wealth Strategies, LLC

Brady Buskirk is a financial advisor at Lighthouse Wealth Strategies, LLC, with 16 years of industry experience. He holds the Series 66 designation and has worked previously at Concert Wealth Management, Inc. and Purshe Kaplan Sterling Investments. Outside of his advisory role, he is a licensed insurance agent. Lighthouse Wealth Strategies operates as a team of 12 advisors serving clients through a collaborative approach to wealth management.

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Kelly C

Series 63, Series 65

Gig Harbor, WA

Lighthouse Wealth Strategies, LLC

Kelly Caviezel is a financial advisor at Lighthouse Wealth Strategies, LLC with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Advisors and UBS Financial Services Inc. Mr. Caviezel is a partial owner of a real estate building through RCW LLC, a business he operates with family members and clients. Lighthouse Wealth Strategies is a team-based firm serving clients with personalized wealth management solutions.

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Megan H

Series 66

Gig Harbor, WA

Lighthouse Wealth Strategies, LLC

Megan Hayes is a financial advisor at Lighthouse Wealth Strategies, LLC with 14 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Advisors and UBS Financial Services. Megan is based in Gig Harbor, WA. Lighthouse Wealth Strategies is a team-based firm with 12 advisors.

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Brian R

Series 63, Series 65

Gig Harbor, WA

Lighthouse Wealth Strategies, LLC

Brian Randall is a financial advisor at Lighthouse Wealth Strategies, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Sowell Management and Northwest Asset Management. Randall is a board member of the Ark Institute for Learning, a nonprofit school. Lighthouse Wealth Strategies is a team-based firm serving clients with personalized wealth management solutions.

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Brian B

Series 63, Series 66

Gig Harbor, WA

Lighthouse Wealth Strategies, LLC

Brian Buskirk is an investment advisor with Lighthouse Wealth Strategies, LLC, holding Series 63 and Series 66 licenses and 43 years of industry experience. He has been with Lighthouse Wealth Strategies since 2016 and has prior experience at Sowell Financial Services, LLC and Concert Wealth Management, Inc. Buskirk is also a partner in two local commercial real estate partnerships in the Bremerton, WA area. Lighthouse Wealth Strategies is a team-based firm that serves clients by providing tailored wealth management solutions.

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Ronald B

Series 63, Series 65

Gig Harbor, WA

Lighthouse Wealth Strategies, LLC

Ronald Barton is a financial advisor with Lighthouse Wealth Strategies, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Veritas Independent Partners, Sowell Management Services, Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. Lighthouse Wealth Strategies is a team-based firm serving clients with a comprehensive approach to wealth management.

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Bergen P

Series 66

Gig Harbor, WA

Lighthouse Wealth Strategies, LLC

Bergen Palmer is a financial advisor at Lighthouse Wealth Strategies, LLC with one year of industry experience. He holds a Series 66 designation and has prior experience at Merrill and Sowell Management. Outside of his advisory work, he has been involved in volunteer activities and has experience with small business ventures such as Frankie Boutique LLC. Lighthouse Wealth Strategies is a team-based firm serving clients with collaborative wealth management solutions.

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Marty P

Series 63, Series 65

Gig Harbor, WA

Lighthouse Wealth Strategies, LLC

Marty Paul is a financial advisor at Lighthouse Wealth Strategies, LLC with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at multiple firms including Sowell Financial Services, LLC and CONCERT Wealth Management, Inc. In addition to his advisory role, he participates in community fundraising for the YMCA in Gig Harbor. Lighthouse Wealth Strategies is a team of five advisors based in Gig Harbor, WA, providing financial guidance and services tailored to their clients.

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Karsten C

Series 66

Gig Harbor, WA

Lighthouse Wealth Strategies, LLC

Karsten Caviezel is a financial advisor at Lighthouse Wealth Strategies, LLC with 26 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Advisors and UBS Financial Services Inc. Caviezel is a trustee for Caviezel Wealth Management's 401(k) plan and holds a majority ownership in Caviezel Wealth Management LLC. Lighthouse Wealth Strategies is a team of six advisors based in Gig Harbor, WA. The firm provides wealth management services to individual clients, focusing on tailored investment strategies.

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Kimberly N

Series 63, Series 65

Gig Harbor, WA

Lighthouse Wealth Strategies, LLC

Kimberly Nordi is a financial advisor with Lighthouse Wealth Strategies, LLC, holding Series 63 and Series 65 credentials and over 30 years of industry experience. She has worked at Lighthouse Wealth Strategies since 2017 and has prior experience with firms including Dinosaur Securities, LLC and CONCERT Wealth Management, Inc. Outside of her advisory role, she serves as a board member and treasurer for a prison ministry and teaches parenting classes to inmates, as well as mentors young girls in a juvenile services program in Kitsap County, WA. Lighthouse Wealth Strategies is a team-based firm serving clients with a focus on comprehensive wealth management.

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Zachary P

Series 63, Series 65

Gig Harbor, WA

Lighthouse Wealth Strategies, LLC

Zachary Paul is a financial advisor with Lighthouse Wealth Strategies, LLC, holding Series 63 and Series 65 licenses and four years of industry experience. He has previous experience with Alliance Wealth Advisors and is a founding member of Rep Gym Pass LLC, a company that transacts gym memberships. Zachary is also dual registered with Sowell Management Services and Trutoro, where he provides financial services. Lighthouse Wealth Strategies is a team-based firm with five advisors that serves clients through collaborative financial planning and investment management.

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