Katherine Brown has been an investment adviser representative at Lighthouse Wealth Management since December 2025, and is not listed among the firm’s executive officers or direct owners. Katherine Brown holds a Bachelor's degree in Business Administration from Mount Vernon Nazarene University.
Lighthouse Wealth Management, Inc. is an Ashland, OH firm with $238M under management, 384 clients and 5 advisers in one office, as of its January 2026 filing.
Katie Brown is Office Manager and an Investment Advisor Representative of Lighthouse Wealth Management. She joined the Lighthouse team in 2021, with a background in managing church, legal and manufacturing offices. She serves as treasurer for the Ashland County Honor Bus.
- – present · under a yearAshland, OH · Adviser representative · Firm CRD 157925
Investment adviser representative registrations
Katherine Brown is registered as an investment adviser representative in Ohio, since December 2025.
- OhioSince 4 December 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 24 November 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Katherine Elizabeth Brown
- CRD
- 8105466
- Firm
- Lighthouse Wealth Management · CRD 157925
- Office
- 1078 COMMERCE PARKWAY, Ashland, OH 44805
- Registration
- Investment adviser registration
- In the industry since
- December 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- lightwealth.com
Where does Katherine Brown work?
Katherine Brown is an investment adviser representative registered through Lighthouse Wealth Management, Inc. since December 2025, and is not listed among the firm’s executive officers or direct owners.
Is Katherine Brown a financial advisor?
Yes. Katherine Brown has a current investment-adviser registration in Ohio, through Lighthouse Wealth Management since December 2025.
How many years of experience does Katherine Brown have?
Katherine Brown has 0 years in the financial industry, since December 2025, across 1 adviser firm.
What exams has Katherine Brown passed?
Katherine Brown passed the Series 65 in November 2025.
Where is Katherine Brown based?
Katherine Brown’s registered office is in Ashland, OH.
Is Katherine Brown registered with FINRA?
No. Katherine Brown has no current broker registration.
How can I verify Katherine Brown’s record?
Search CRD 8105466 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Katherine Brown’s full registration record.
