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Lighthouse Financial, LLC Employee Directory

Financial ServicesColorado, United States2-10 Employees

Lighthouse Financial, LLC is a registered investment advisory firm based in metro Denver, Colorado, providing financial planning and investment management services to clients at various life stages. Established as a continuation of Financial Planning Management Inc. (founded in 1983) and operating under the umbrella of a Registered Investment Advisor, the firm emphasizes a client-centered, step-by-step approach to designing solutions tailored to individual needs. Its advisory services are delivered through qualified professionals who help clients navigate financial decisions and life events with an emphasis on prudent planning and structured guidance.

Located in Broomfield, Lighthouse Financial positions itself within the financial services industry as a local advisor serving individuals and families seeking comprehensive planning and asset management. The firm operates as a small practice with a focus on personalized service, leveraging regulatory registration with the SEC to provide investment advisory and planning capabilities. A related arrangement involves securities offered through Cambridge Investment Research, Inc., while Lighthouse Financial, LLC operates as an independent registered investment advisor.

Find Lighthouse Financial, LLC employees' phone numbers or email addresses

Lighthouse Financial, LLC Global Highlights

Location
Employees

North America
16

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  • United States Of America
    16

Lighthouse Financial, LLC's Leadership

  • Stylized image of a person
    B. J.
    Vice President Of Sales
    Phone icon
    Mobile Phone
  • Stylized image of a person
    E. S.
    Vice President Regional Sales
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. J.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. R.
    Managing Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. R.
    Data Processing Executive
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. Z.
    Managing Member
    Phone icon
    Mobile Phone

Lighthouse Financial, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Community & Social Services
  • Legal
  • Accounting
  • Other

Contact profiles from Lighthouse Financial, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    A. J.
    Owner
    Phone icon
    Mobile Phone
    Oct 21, 2024
  • Stylized image of a person
    S. R.
    Managing Partner
    Phone icon
    Mobile Phone
    Jun 25, 2026
  • Stylized image of a person
    B. J.
    Vice President Of Sales
    Phone icon
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    E. S.
    Vice President Regional Sales
    Phone icon
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    D. R.
    Data Processing Executive
    Phone icon
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    T. Z.
    Managing Member
    Phone icon
    Mobile Phone
    Oct 16, 2024

Frequently Asked Questions

What is Lighthouse Financial, LLC known for?

Minus sign iconPlus sign iconLighthouse Financial, LLC was founded in 1983 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-303-444-****
. Explore Lighthouse Financial, LLC's company overview page for more information.

What is Lighthouse Financial, LLC's most common email format?

Minus sign iconPlus sign iconLighthouse Financial, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Lighthouse Financial, LLC email formats with LeadIQ.

How many employees does Lighthouse Financial, LLC have currently?

Minus sign iconPlus sign iconLighthouse Financial, LLC has approximately 10 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Lighthouse Financial, LLC's key employees and leadership?

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As of July 2026, Lighthouse Financial, LLC's key employees include:

  • Vice President Of Sales: B. J.
  • Vice President Regional Sales: E. S.
  • Owner: A. J.
  • Managing Partner: S. R.
  • Data Processing Executive: D. R.

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