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
By the Numbers
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Total Assets Under Management126MILLION
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Total Number of Accounts1,599ACCOUNTS
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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
![](/img/ws/firm-ria-sec-logo.png)
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CO, MN, ND
Financial Advisors at Light Financial Services, Inc.
1
Samantha Blanchette (CRD# 6959312) is an Investment Advisor Representative working at Light Financial Services, Inc. in Fargo, ND and has over 6 years of experience in the finance industry.
2
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.
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