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Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
13 advisors
Number of Clients
2,034 clients
Average Client Portfolio
$351K average
Assets Under Management
$713.5M
Fee Structure
This brochure supplement provides information about Martin Edward Paul. Refer to the Lighthouse Wealth Strategies Brochure for fee information.
Areas of Practice
Investment Management
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Advisor Information
Office location
3312 Rosedale Street NW, Suite 201, Gig Harbor, WA, 98335
Get directionsRegulatory 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.
Learn about disclosures →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 · 6 yrs 11 mos
Trutoro
September 2017 - Present · 8 yrs 4 mos
Trutoro Broker
September 2017 - Present · 8 yrs 4 mos
Sowell Management
September 2016 - Present · 9 yrs 4 mos
Previous Registrations
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, LLC Broker
March 1998 - April 2011 · 13 yrs 1 mo
Dain Rauscher IncorporatedBroker
January 1996 - March 1998 · 2 yrs 2 mos
State Registrations6 states
CACOIDMTTXWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.