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Brian Buskirk

Lighthouse Wealth Strategies, LLC
43 Years of Experience
Gig Harbor, WA
3 Disclosures
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Brian Buskirk is a registered investment advisor at Lighthouse Wealth Strategies, LLC, based in Gig Harbor, WA, with 43 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 866 clients with $840M in assets under management.

Lighthouse Wealth Strategies, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
866 clients
Average Client Portfolio
$975K average
Assets Under Management
$844.4M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual fees range from 0.00% to 2.00% depending on asset value, complexity, and administration level. Fees are negotiable and household accounts may be combined.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3312 Rosedale Street NW, Suite 201, Gig Harbor, WA, 98335

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
July 2000
Final
Regulatory
March 1992
Final
Customer Dispute
July 1991
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Brian is a partner in Olympic Growth Investment Group, a real estate partnership, and Pacific Association, a commercial building venture, both since 1990, dedicating minimal time to each. Brian is also an Investment Advisor at Lighthouse Wealth Strategies LLC since 2019, dedicating a few hours per week.

Employment History
Current Registrations
Lighthouse Wealth Strategies, LLC
February 2019 - Present · 7 yrs 8 mos
Sowell Management
October 2016 - Present · 10 yrs
Previous Registrations
Lighthouse Wealth Strategies
October 2016 - October 2016 · 0 mos
Concert Wealth Management
March 2015 - January 2017 · 1 yr 10 mos
Northwest Asset Management
August 2012 - March 2015 · 2 yrs 7 mos
RBC Capital Markets, LLCBroker
March 1998 - August 2012 · 14 yrs 5 mos
RBC Capital Markets, LLC
August 1991 - August 2012 · 21 yrs
Dain Rauscher IncorporatedBroker
July 1986 - March 1998 · 11 yrs 8 mos
Boettcher & Company, INC.Broker
June 1983 - July 1986 · 3 yrs 1 mo
State Registrations1 state
WA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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