CRD: 312634
Compass Lighthouse Capital, LLC
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-22-2021
- Office Locations
- 1
Office Locations
About Compass Lighthouse Capital, LLC
Compass Lighthouse Capital, LLC is an independent financial planning firm in Orange City, IA focused primarily on retirees (over 90% of clients). Led by Randy Immeker (Certified Financial Planner since 2004; in financial services since 1982), the team provides comprehensive retirement and wealth planning, including asset and risk management, 401(k)/403(b) rollover guidance, education planning, and insurance/annuity strategies when appropriate. Client portfolios are ETF-centric, and the firm offers a free retirement analysis/consultation.
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Owner & Executives
CHRISTOPHER JON IMMEKER
Financial Advisor
- CRD
- #3169320
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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RANDY LEE IMMEKER
Agent
- CRD
- #1184347
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $91,271,458 | -- |
| Non-Discretionary | $0 | -- |
| Total | $91,271,458 | -- |
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Separately Managed Accounts
Total SMA Asset: $91,271,458
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,318,489,655 | 58.6% |
| Cash | $2,344,461,975 | 41.4% |
| Total | $5,662,951,630 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| TIMBER FOCUS FOUNDATION | EAGLE QUANTUM | 5WXELR0D8 | HKAI | 11.38% | $39,004,173 |
| MERIDIAN SUMMIT | PATHWAY MERIDIAN | J83INGZWJ | WFTIQ | 7.39% | $40,870,504 |
| BRIDGE GLACIER BEACON | FOUNDATION SUMMIT | 3RHHWU53Y | JLNUT | 9.76% | $108,568,314 |
| ALPHA WAVE | PIONEER HORIZON | 5808KRTHB | NYXI | 5.74% | $7,686,472 |
| CATALYST INSIGHT VITAL | BEACON VALUE | FODGFGIRV | XHF | 3.17% | $108,949,054 |
| RADIAL VECTOR NORTH | BRIDGE HARBOR | FYFIH0LAR | SURTY | 3.71% | $7,391,780 |
| DELTA VECTOR SIGNAL | SUMMIT EMBER | WG5PKEG9Y | KFUO | 8.05% | $63,201,806 |
| UNISON FRONTIER | PEAK RIDGE | NTT20X4Z5 | TPA | 7.37% | $85,382,231 |