Unclaimed Profile

Deborah Sue Grose

LIGHTHOUSE FINANCIAL PLANNING, LLC·FOLSOM, California

Clean record17 years registeredLIGHTHOUSE FINANCIAL PLANNING, LLC

101 PARK SHORE DRIVE, SUITE 100, FOLSOM, CA 95630CRD# 5659145Firm CRD# 114093

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Deborah Sue Grose · FOLSOM, CA

Registration

CRD #5659145 · LIGHTHOUSE FINANCIAL PLANNING, LLC · 17 years registered

Brand Profile

Not yet started

Career History

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

May 2026 – present

LAKE TAHOE WEALTH MANAGEMENT, INC.

Mar 2016 – May 2026

Folsom, CA

LIGHTHOUSE FINANCIAL PLANNING

Nov 2013 – Dec 2016

FOLSOM, CA

LIGHTHOUSE FINANCIAL PLANNING

May 2009 – Dec 2014

FOLSOM, CA

Registrations & Exams

Registration record

First registered · May 6, 2009

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LIGHTHOUSE FINANCIAL PLANNING, LLC

CRD 114093 · SEC 801-62709

AUM

$49M

Regulatory assets under management

Employees

415 client accounts

Services offered by LIGHTHOUSE FINANCIAL PLANNING, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LIGHTHOUSE FINANCIAL PLANNING, LLC →

Introduction

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Frequently Asked Questions

What services does Deborah Sue Grose offer?

Deborah Sue Grose specializes in Financial Planning, Investment Management. Contact their office in FOLSOM, California for a consultation.

What are Deborah Sue Grose's credentials?

Deborah Sue Grose is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Deborah Sue Grose located?

Deborah Sue Grose is based in FOLSOM, California, working with LIGHTHOUSE FINANCIAL PLANNING, LLC. Their office serves clients in the FOLSOM metropolitan area and surrounding communities.

How does Deborah Sue Grose charge for services?

Deborah Sue Grose's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LIGHTHOUSE FINANCIAL PLANNING, LLC?

LIGHTHOUSE FINANCIAL PLANNING, LLC has approximately 1 employees and manages $49M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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