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Craig Edmund Lytle

Candlelight Financial Solutions

Lincoln University, PA

CRD 2989392

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Employer firm

Candlelight Financial Solutions CRD 341081

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Candlelight Financial Solutions

Lincoln University, PA • United States

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2026-05-26
PA RA APPROVED 2026-04-24
  • DE RA
    APPROVED
    Since 2026-05-26
  • PA RA
    APPROVED
    Since 2026-04-24

Branch Locations

Lincoln University, PA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Signator Investors, Inc. Wilmington DE 05/2016 10/2018
Income And Estate Planning Partners, P.A. Newark DE 12/2008 Present
Integrity Alliance Newark DE 11/2025 04/2026
Lion Street Newark DE 08/2020 11/2025
Candlelight Financial Solutions Lincoln University PA 04/2026 Present
  • 05/2016 → 10/2018
    Signator Investors, Inc.
    Wilmington, DE
  • 12/2008 → Present
    Income And Estate Planning Partners, P.A.
    Newark, DE
  • 11/2025 → 04/2026
    Integrity Alliance
    Newark, DE
  • 08/2020 → 11/2025
    Lion Street
    Newark, DE
  • 04/2026 → Present
    Lincoln University, PA
Previous Registrations
  • 2025-11-03 → 2026-04-24
    Austin, TX
    Newark, DE
    Lincoln University, PA
  • 2020-08-21 → 2025-11-03
    Lion Street Advisors, Llc
    Lincoln University, PA
    Newark, DE
    Austin, TX
  • 2016-05-13 → 2018-10-22
    Signator Investors, Inc.
    Cedar Rapids, IA
    Newark, DE
    Cedar Rapids, IA
    Boston, MA
    Boston, MA
  • 2011-02-14 → 2016-05-13
    Newark, DE
    Cedar Rapids, IA
    Wilmington, DE
    Cedar Rapids, IA
  • 2009-03-16 → 2011-02-14
    Lincoln University, PA
  • 2007-03-06 → 2009-01-15
    New Castle, DE
  • 2004-03-03 → 2006-09-26
    Msi Financial Services, Inc.
    Newark, DE
    Newark, DE
  • 2000-02-18 → 2003-08-06
    Newark, DE
Other Businesses

1.) INDEPENDENT INSURANCE AGENT POSITION: Owner NATURE: life, accident, health insurance & property/casualty insurance. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 02/01/1998 ADDRESS: 2700 Capitol Trail, Kirkwood Highway, Newark DE 19711, United States DESCRIPTION: Sales and service of insurance 2.) INCOME AND ESTATE PLANNING PARTNERS, P.A. POSITION: Owner NATURE: INCOME & ESTATE PLANNING PARTNERS, P.A It is also the DBA name used for my role as a registered rep and investment advisor representative work with Lion Street Financial and Lion Street Advisors. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 12/01/2008 ADDRESS: 2700 Capitol Trail, Kirkwood Highway, Newark DE 19711, United States DESCRIPTION: Comprehensive financial planning

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-07-15
S63 Uniform Securities Agent State Law Examination 1998-02-27
  • S65 Uniform Investment Adviser Law Examination
    1999-07-15
  • S63 Uniform Securities Agent State Law Examination
    1998-02-27
Designations
  • Certified Financial Planner
Other Names
  • Craig Edmund Lytle
  • Craig Lytle

View on SEC IAPD

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