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Kimberly Nordi

Lighthouse Wealth Strategies, LLC
30 Years of Experience
Gig Harbor, WA
View SEC Summary
View SEC Summary

Kimberly Nordi is a registered investment advisor at Lighthouse Wealth Strategies, LLC, based in Gig Harbor, WA, with 30 years of industry experience. Kimberly 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
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Kimberly is a board member and treasurer for Empowering Life, teaching a parenting class to inmates, and a mentor for a juvenile services mentoring program. She also owns multiple rental properties and is a registered representative with Trutoro, LLC doing business as Lighthouse Wealth Strategies.

Employment History
Current Registrations
Lighthouse Wealth Strategies, LLC
February 2019 - Present · 7 yrs 8 mos
Sowell Management
September 2016 - Present · 10 yrs 1 mo
Previous Registrations
TrutoroBroker
September 2017 - December 2025 · 8 yrs 3 mos
Lighthouse Wealth Strategies
October 2016 - October 2016 · 0 mos
Dinosaur Financial Group, L.L.CBroker
July 2014 - September 2017 · 3 yrs 2 mos
Concert Wealth Management
July 2014 - January 2017 · 2 yrs 6 mos
Purshe Kaplan Sterling InvestmentsBroker
April 2012 - July 2014 · 2 yrs 3 mos
Northwest Asset Management
October 2011 - July 2014 · 2 yrs 9 mos
RBC Capital Markets, LLCBroker
March 1998 - April 2011 · 13 yrs 1 mo
Dain Rauscher IncorporatedBroker
January 1996 - March 1998 · 2 yrs 2 mos
State Registrations5 states
CAIDMTTXWA
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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