Kent W. Golightly
Investment adviser representative at Planning Alternatives Ltd
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Planning Alternatives LtdFeb 2026 to now
- Planning Alternatives LtwFeb 2020 to Feb 2026
- Planning Alternatives LtdMay 2019 to Feb 2020
- Bdo USA, LLPDec 2015 to May 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (MI).
Planning Alternatives Ltd
$1.5BAssets managed
693Clients
10Advisers
43 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7169662
- Firm CRD
- 110268