Karsten
Caviezel
Lighthouse Wealth Strategies, LLC
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About this Advisor
Karsten Caviezel is a financial advisor based in Gig Harbor, Washington, working with Lighthouse Wealth Strategies, LLC. Karsten has previously held positions at Wells Fargo Advisors Financial Network, LLC, Lighthouse Wealth Strategies, and UBS Financial Services Inc. Karsten has passed the Series 66 regulatory exam and is registered to provide services in Alaska, California, Colorado, Georgia, Hawaii, Missouri, Nebraska, Nevada, North Carolina, Oregon, South Carolina, and Washington. Currently, Karsten is part of Lighthouse Wealth Strategies, LLC, which operates out of Gig Harbor, Washington. The firm has 11 employees and manages assets totaling $636.6 million. The firm serves high-net-worth clients and offers services including financial planning and portfolio management for individuals and small businesses. The fee structure at Lighthouse Wealth Strategies, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lighthouse Wealth Strategies, LLC Brokerage Details
$636,643,527
11
1,825
$348,846
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Karsten Caviezel Work History
Lighthouse Wealth Strategies
Wells Fargo Advisors Financial Network, LLC
Ubs Financial Services Inc
Disclosures
Please visit the SEC profile of Karsten Caviezel 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 Lighthouse Wealth Strategies, LLC
Livingston, MT
Gig Harbor, WA
Gig Harbor, WA
Gig Harbor, WA
Gig Harbor, WA
Gig Harbor, WA
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