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Maureen Joy Poplaski

LIGHTHOUSE FINANCIAL MANAGEMENT, LLC·WESTERLY, Rhode Island
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85 BEACH STREET, WESTERLY, RI 02891CRD# 5708657Firm CRD# 127748
01

About

Maureen Joy Poplaski is a registered financial advisor based in WESTERLY, Rhode Island, affiliated with LIGHTHOUSE FINANCIAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
LIGHTHOUSE FINANCIAL MANAGEMENT, LLC
LIGHTHOUSE FINANCIAL MANAGEMENT, LLC
AUM
$171M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at LIGHTHOUSE FINANCIAL MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5708657
Firm CRD# 127748
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Maureen Joy Poplaski offer?
Maureen Joy Poplaski specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in WESTERLY, Rhode Island for a consultation.
What are Maureen Joy Poplaski's credentials?
Maureen Joy Poplaski is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Maureen Joy Poplaski located?
Maureen Joy Poplaski is based in WESTERLY, Rhode Island, working with LIGHTHOUSE FINANCIAL MANAGEMENT, LLC. Their office serves clients in the WESTERLY metropolitan area and surrounding communities.
How does Maureen Joy Poplaski charge for services?
Maureen Joy Poplaski's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LIGHTHOUSE FINANCIAL MANAGEMENT, LLC?
LIGHTHOUSE FINANCIAL MANAGEMENT, LLC has approximately 3 employees and manages $171M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Rhode Island
PROVIDENCE (133)SMITHFIELD (23)NEWPORT (12)WARWICK (11)WEST WARWICK (9)
City Guides
PROVIDENCE GuideSMITHFIELD GuideNEWPORT GuideWARWICK GuideWEST WARWICK Guide
Research
Advisor Fees in Rhode IslandNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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