Katherine Elizabeth Brown
Investment adviser representative at Lighthouse Wealth Management, Inc.
10 yearsExperience
1 stateRegistered in
$237.6MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Lighthouse Wealth Management, Inc.Nov 2021 to now
- Southview Grace Brethren ChurchSep 2019 to now
- Concept Manufacturing, LLCApr 2021 to Oct 2021
- Fresenius Medical CareDec 2020 to Feb 2021
- Genesis Christian AcademySep 2019 to May 2023
- HomemakerSep 2016 to Sep 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (OH).
Lighthouse Wealth Management, Inc.
$237.6MAssets managed
384Clients
5Advisers
6 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
- 8105466
- Firm CRD
- 157925