firm profile
Light Financial Services, Inc.
Overview
Light Financial Services, Inc. is an SEC registered investment adviser based in Fargo, ND, registered since 2004. It reports $176M in assets under management across 1,810 accounts, with 2 employees. It has 2 investment adviser representatives.
- Reported AUM
- $176M
- Discretionary
- 100%
- Accounts
- 1,810
- Average account
- $97K
- Employees
- 2
- Advisory reps
- 2
- Registered since
- 2004
- Jurisdictions
- 3
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees and Percentage of Assets
Executive officers 1 of 1
- Paul Arthur Light President, Secretary, Treasurer CRD 1986167
Advisory reps 2 of 2
- Samantha Jo Blanchette Investment Adviser Rep CRD 6959312
- Paul Arthur Light Investment Adviser Rep CRD 1986167
Location
- Headquarters
- 3575 45th St S Ste 112
Fargo, ND 58104 - County
- Cass
- Metro area
- Fargo, ND-MN
- Region
- Midwest
Registrations
- SEC registered
- Registered in 3 jurisdictions
- Website: lightfinancialservices.com
Every state, with registration dates
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