Skip to content
303-444-1818

370 Interlocken Blvd., Suite 525, Broomfield, CO 80021

2 N. Nevada Ave., Unit 1300, Colorado Springs, CO 80903

Lighthouse Financial LLC
Taking A Personal Interest In Your Financial Well Being
Lighthouse Financial LLC
  • About
    • Values
    • Meet Our People
  • What We Offer
    • Investment Management
    • Retirement Planning
    • Estate Planning
    • Eldercare Planning
    • Charitable Planning
  • Sharing & Caring
  • News
    • Events
  • Documents & Forms
  • Contact
  • About
    • Values
    • Meet Our People
  • What We Offer
    • Investment Management
    • Retirement Planning
    • Estate Planning
    • Eldercare Planning
    • Charitable Planning
  • Sharing & Caring
  • News
    • Events
  • Documents & Forms
  • Contact

Documents & Forms

  • Petra Lighthouse 2024 ADV Brochure
  • Petra Lighthouse 2022 Privacy Policy
  • Petra Lighthouse Form CRS
  • Petra Website Disclosure
  • ADV Part 2B Brochure Supplement
  • Form ADV Part 2A Disclosure Brochure and Brochure Supplement
  • Form CRS Customer Relationship Summary
About Us

Please read our Privacy Policy.

The information we provide here is strictly a courtesy. When you access links leaving our website, you assume total responsibility for your online activities. Lighthouse Financial makes no representation about the accuracy or completeness of information you might find on other websites. Lighthouse is not liable for any direct or indirect technical or system issues, or any consequences stemming from your access to, or use of, third-party websites, technologies, programs or information.

All services at Lighthouse Financial are offered through Petra Financial Advisors, Inc. (“PETRA”), a Registered Investment Advisor. Information presented on this site is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed on this site.

Lighthouse Financial will maintain all applicable registration and licenses as required by the various states in which Lighthouse Financial conducts business, as applicable. Lighthouse Financial renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.

Investment and Advisory services are provided by Petra Financial Advisors, Inc., headquartered at 2 N. Nevada Ave. Suite 1300, Colorado Springs, CO 80903.

Professional Memberships

International Foundation for Retirement Education

National Federation of Independent Businesses

Kingdom Advisors

Contact Us

Lighthouse Financial, LLC
12295 Oracle Blvd.
Suite 210
Colorado Springs, CO 80921

2 N. Nevada Ave.
Unit 1300
Colorado Springs, CO 80903

  • Phone
    303-444-1818
© 2025 Lighthouse Financial, LLC. All rights reserved. Website by blue sky designs.
Go to Top