CRD: 145054
Lighthouse Financial & Consulting Services, LLC
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- Custodian
- Charles Schwab & Company ยท SSG
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-17-2008
- Office Locations
- 1
Office Locations
About Lighthouse Financial & Consulting Services, LLC
Lighthouse Financial & Consulting Services focuses on Medicaid planning for families facing nursing home or long-term care costs, helping protect home, savings and investments and handling the Medicaid benefits application process. The firm notes planning can still be done after a loved one enters care and advises families not to let nursing facilities manage financial disclosures or filings. Serving Illinois families for 30 years.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
JOSEPH S OETTEL
Chief Investment Officer, President
- CRD
- #5573657
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $33,599,763 | -- |
| Non-Discretionary | $0 | -- |
| Total | $33,599,763 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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