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 St, Suite 201, Gig Harbor, WA, 98335

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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

Karsten is the trustee for Caviezel Wealth Management 401k and has 57% ownership in Caviezel Wealth Management LLC, dedicating nearly full-time hours to each. He also owns rental properties in Sandpoint, ID and Packwood, WA, and co-owns a vacation home in Gig Harbor, WA.

Employment History
Current Registrations
Lighthouse Wealth Strategies, LLC
September 2022 - Present · 3 yrs 4 mos
Previous Registrations
Wells Fargo Advisors Financial Network, LLC Broker
November 2017 - September 2022 · 4 yrs 10 mos
Wells Fargo Advisors Financial Network, LLC
November 2017 - September 2022 · 4 yrs 10 mos
UBS Financial Services INC. Broker
December 2008 - December 2017 · 9 yrs
UBS Financial Services INC.
December 2008 - December 2017 · 9 yrs
Morgan Stanley & CO. Incorporated
April 2007 - December 2008 · 1 yr 8 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - December 2008 · 1 yr 8 mos
Morgan Stanley
September 2000 - April 2007 · 6 yrs 7 mos
Morgan Stanley Dw INC.Broker
December 1999 - April 2007 · 7 yrs 4 mos
State Registrations13 states
AKAZCACOGAHIMONCNENVORSCWA
Advisor
Exams
No exam information available for this advisor.
Karsten Jon Caviezel - Financial Advisor | AdvisorDiscover