Unclaimed Profile

Kimberly Marie Nordi

LIGHTHOUSE WEALTH STRATEGIES, LLC·GIG HARBOR, Washington

SIE, Series 7, Series 10, Series 63, Series 65Clean record14 years registeredLIGHTHOUSE WEALTH STRATEGIES, LLC

3312 ROSEDALE ST, GIG HARBOR, WA 98335CRD# 2145303Firm CRD# 299334

Profile Verification

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

Identity

Kimberly Marie Nordi · GIG HARBOR, WA

Registration

CRD #2145303 · LIGHTHOUSE WEALTH STRATEGIES, LLC · 14 years registered

Brand Profile

Not yet started

Career History

LIGHTHOUSE WEALTH STRATEGIES, LLC

Feb 2019 – present

SOWELL MANAGEMENT

Sep 2016 – present

LIGHTHOUSE WEALTH STRATEGIES

Oct 2016 – Oct 2016

GIG HARBOR, WA

CONCERT WEALTH MANAGEMENT

Jul 2014 – Jan 2017

GIG HARBOR, WA

NORTHWEST ASSET MANAGEMENT

Oct 2011 – Jul 2014

GIG HARBOR, WA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 10

Series 63

Series 65

Registration record

First registered · October 21, 2011

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LIGHTHOUSE WEALTH STRATEGIES, LLC

CRD 299334 · SEC 801-114372

AUM

$637M

Regulatory assets under management

Employees

1,825 client accounts

Services offered by LIGHTHOUSE WEALTH STRATEGIES, 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 WEALTH STRATEGIES, LLC →

Introduction

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Frequently Asked Questions

What services does Kimberly Marie Nordi offer?

Kimberly Marie Nordi specializes in Financial Planning, Investment Management. Contact their office in GIG HARBOR, Washington for a consultation.

What are Kimberly Marie Nordi's credentials?

Kimberly Marie Nordi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kimberly Marie Nordi located?

Kimberly Marie Nordi is based in GIG HARBOR, Washington, working with LIGHTHOUSE WEALTH STRATEGIES, LLC. Their office serves clients in the GIG HARBOR metropolitan area and surrounding communities.

How does Kimberly Marie Nordi charge for services?

Kimberly Marie Nordi'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 WEALTH STRATEGIES, LLC?

LIGHTHOUSE WEALTH STRATEGIES, LLC has approximately 11 employees and manages $637M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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