David M. Kollmorgen
David Kollmorgen brings twenty years of investment-related experience to Lighthouse Advisers. For the first five years he provided research investment advice in the corporate sector and for the last fifteen years has focused on personal investing, first with Janney Montgomery Scott, and most recently with LPL Financial.
As a Financial Adviser with Lighthouse, David guides clients in all aspects of their finances, but he offers knowledgeable experience in saving for retirement, 529 investments, estate transfers and legacy planning. “It’s important to establish trust and confidence within the adviser relationship,” says David. “This is achieved by keeping the best interests of each client in mind at all times, and providing objective, honest and suitable investment advice that clients can use to help them develop their portfolios.” David holds a Bachelor of Science in Chemistry and a Bachelor of Arts in Latin and the Classics, both from Heidelberg University in Tiffin, Ohio. A lifelong resident of Lake County, he lives with his wife in Concord, Ohio and has five adult children and four grandchildren.
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