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Paul A. Light, CFP®

Light Financial Services, Inc.

1220 Main Ave
Ste 225
Fargo, ND 58103
Phone: (701) 356-5106
Fax: (701) 356-4301

Toll-free: (888) 246-1397
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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Asset Allocation
  • Investment Management
  • Mutual Funds
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Long-term Care
  • Sudden Wealth
  • Personal Taxes

 

About My Practice

 

Experience

Prudential Insurance Company 1989-1995

Educators Financial Services 1995-2001

Light Financial Services 2001-Present

 

Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 65
Designations & Certifications
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
Broker-Dealer Affiliation
None/NA

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.