National Retirement Planning Experts

National Coverage
Local Professionals

LIGHT FINANCIAL SERVICES, INC.

3575 45th St S
Suite 112
Fargo, North Dakota 58104
Tel: 701.356.5106

Need a Financial Advisor?
Compare Vetted Advisors

About LIGHT FINANCIAL SERVICES, INC.

LIGHT FINANCIAL SERVICES, INC, formally registered with the SEC as LIGHT FINANCIAL SERVICES, INC. The firm was established in 04/05/2022. They have over 1 offices throughout the country.

LIGHT FINANCIAL SERVICES, INC. is a Fargo, North Dakota based Financial Planning firm with nearly $103,837,312 assets under management, offering retirement planning & investment advisory services to 1546 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#131678
SEC#801-123619
Assets Managed by Firm$103,837,312
No. of Clients1546
No. of Advisors2

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Selection of Other Advisors

Firm Client Information

No. of ClientsAUM
Firm Total1546$103,837,312
Individuals (other than high net worth individuals)577$84,117,213
High net worth individuals16$19,720,099

More Retirement Planning firms in Fargo, North Dakota:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
EIDE BAILLY ADVISORS, LLC
4321 20th Ave S
Fargo, ND, 58103
$1,325,396,107253729
VIKING FUND MANAGEMENT LLC
1 Main St North
Minot, ND, 58703
$851,352,802115
RPM ADVISORS, LLC
1133-D Harwood Drive S.
Fargo, ND, 58104
$193,704,748191
JOHNSON WEALTH MANAGEMENT, LLC
322 Demers Avenue, Suite 402
Grand Forks, ND, 58201
$169,427,0013991
CLASSIC ASSET MANAGEMENT, LLC
1220 28th Avenue North
Fargo, ND, 58102
$158,396,000189112

Explore More Retirement Advisors in Fargo, North Dakota