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4045 St. Cloud Drive Suite 220, Loveland, CO 80538 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-06-13 |
Branch Locations
1635 Foxtail Dr. Suite 213, Loveland, CO 80538 • United States
4045 St. Cloud Drive Suite 220, Loveland, CO 80538 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpg Financial | Fort Collins | CO | 10/2023 | 05/2024 |
| First Western Trust/First Western Financial | Fort Collins | CO | 08/2006 | 07/2023 |
| None | Severance | CO | 07/2023 | 10/2023 |
| Vital Investment Management, Llc | Loveland | CO | 06/2024 | Present |
I am the sole member of Lighthouse Planning, LLC, an entity started 9/2023 to perform financial/estate planning, business succession and retirement planning; 39834 Hilltop Circle, Severance, CO 80610; investment-related but I do not manage assets; devote 5-10 hours per week in this capacity, all during securities trading hours.
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