Samantha
Blanchette

Light Financial Services, Inc

CRD#6959312
Investment Advisor
in Fargo, ND

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About this Advisor

Samantha Blanchette is a financial advisor operating in Fargo, North Dakota with 5 years of industry experience. Blanchette is on the advisory team at Light Financial Services, Inc. They have spent the entirety of their time as a financial advisor at Light Financial Services, Inc. Blanchette holds a Series 65 license, designating them as an investment advisor representative, and can work in Minnesota and North Dakota. Light Financial Services, Inc is a registered investment business that has its headquarters in Fargo, ND. It administers $104 million in assets under management between its 1,546 client accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 1,546 customer accounts, just 3% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The business offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fee schedules are based on the type of services offered. However, fee types billed by Light Financial Services, Inc may include asset-based and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1220 Main Avenue Suite 225
Fargo, ND 58103

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Light Financial Services, Inc Brokerage Details

Total Assets Under Management

$103,837,312

ND Average: $301,464,358
Total Number of Employees

2

ND Average: 16
Total Number of Accounts

1,546

ND Average: 774
Average Account Size

$67,165

ND Average: $389,489

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Samantha Blanchette Work History

Samantha has been registered as a financial advisor for 5 years.*

2011 - Present (13 years)

Light Financial Services, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Samantha Blanchette to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Light Financial Services, Inc

Paul Light
Fargo, ND

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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