MA
MARINER ADVISOR NETWORK
SEC RegisteredLighting the way to your financial freedom…
OVERLAND PARK, KShttps://lighthouse-sa.com650-571-1934
Assets Under Management
$5B–$25B
Year Founded
2003
Employees
174
Office Locations
93 offices
Total Accounts
27362
About the firm
Since 2003, Lighthouse-SA has offered innovative investment strategies for discerning investors who look to us to help them achieve their best personal and financial goals. The firm pioneered the Dynamic Investment Optimization™ process, which provides a clear view of the critical details necessary to transform a client's vision into tangible, measurable results. Lighthouse Strategic Advisors operates on a philosophy of integrated holistic relationships grounded in comprehensive strategies rather than piecemeal transactions.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsState/Municipal
Areas of expertise
Investment StrategiesDynamic Investment OptimizationStrategic PlanningPortfolio ManagementHolistic Financial PlanningWealth Management
Services
Innovative investment strategies, the Dynamic Investment Optimization™ process, written strategic planning, and coordination with a team of professional advisors including tax, insurance, and legal professionals to help clients articulate and achieve their vision and goals.
Who they serve
Discerning investors who seek help achieving their best personal and financial goals.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 13,898 | $3.8B |
| High Net Worth Individuals | 2,202 | $5.5B |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 3 | $3.5M |
| State/Municipal Entities | 54 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
209 total clients reported on Form ADV.
Leadership
Jeremy Louis Olen
CHIEF INVESTMENT OFFICER
Daxs Alexander Stadjuhar
CEO, CHIEF RISK OFFICER
Christopher Freitas Mercado
CHIEF INVESTMENT STRATEGIST
Llc Honor Bound Partners
MANAGING MEMBER
Christopher Freitas Mercado
MANAGING MEMBER
Jeremy Louis Olen
MANAGING MEMBER
Daxs Alexander Stadjuhar
MANAGING MEMBER
Office locations
93 offices in 19 states
KS
OVERLAND PARKHQ
FL
CORAL SPRINGS
TX
RANSOM CANYON
LA
METAIRIE
MI
LIVONIA
CA
ROLLING HILLS ESTATES
CA
FOLSOM
CA
CORONA
MI
WEST BLOOMFIELD
CA
MENLO PARK
CA
SACRAMENTO
CA
THOUSAND OAKS
CA
WALNUT CREEK
OR
BEND
CA
MORGAN HILL
CA
SACRAMENTO
WA
EDMONDS
CA
WALNUT CREEK
CA
FRESNO
CA
SAN RAMON
PA
BLUE BELL
CA
CARLSBAD
CA
SANTA ROSA
CO
DENVER
CO
HIGHLANDS RANCH
CA
BENICIA
CA
SAN CARLOS
CA
CAMPBELL
CA
LAFAYETTE
CA
PALO ALTO
CA
ROCKLIN
TX
HOUSTON
CA
SACRAMENTO
CA
NEWARK
WA
BELLINGHAM
CA
SAN DIEGO
CA
GRASS VALLEY
MS
JACKSON
CA
DANVILLE
CA
SACRAMENTO
IN
SOUTH BEND
VA
FREDERICKSBURG
TX
HOUSTON
CA
SACRAMENTO
CA
SAN FRANCISCO
WA
SPOKANE
VA
RICHMOND
CA
BRENTWOOD
CA
LONG BEACH
CA
PORTERVILLE
TX
MONTGOMERY
CA
LOS GATOS
CA
SAN MATEO
CA
CAMPBELL
CA
SEAL BEACH
CA
SAN CARLOS
CA
FRESNO
CA
STANFORD
CA
WESTLAKE VILLAGE
CA
SACRAMENTO
CA
SAN JOSE
TX
AUSTIN
CA
NAPA
CA
ROHNERT PARK
CA
ROSEVILLE
CA
REDDING
CA
ROSEVILLE
CA
SAN JOSE
CA
CAMARILLO
WA
SPOKANE
MO
BLUE SPRINGS
CO
HIGHLANDS RANCH
CA
BRENTWOOD
CA
PINE GROVE
CA
CAMPBELL
WA
RIDGEFIELD
OK
TULSA
NJ
HIGHLAND PARK
CA
SAN RAMON
CA
WALNUT CREEK
NV
INCLINE VILLAGE
CA
WINDSOR
CA
EL DORADO HILLS
CA
CORONA
CA
SAN RAMON
CA
SAN RAMON
AZ
SAN TAN VALLEY
CA
WALNUT CREEK
KS
WICHITA
MI
NOVI
NV
RENO
AR
ROGERS
CA
STANFORD
Advisors at this firm
Showing 100 of 141
Paul David Abdenour
Investment Adviser Representative
Marco Antonio Anaya Marmolejo
Investment Adviser Representative
Stuart Bradley Arakelian
Investment Adviser Representative
William Pond Baker
Investment Adviser Representative
Tammie Ann Barsocchini
Investment Adviser Representative
Christopher Julian Bell
Investment Adviser Representative
Adeline Jasmine Bellot
Investment Adviser Representative
Nestor Guevara Belmonte Jr
Investment Adviser Representative
Chet Charles Bogdan
Investment Adviser Representative
Tristan Michael Bolton
Investment Adviser Representative
Craig Steven Brooks
Investment Adviser Representative
Austin Michael Brown
Investment Adviser Representative
Craig Allen Brown
Investment Adviser Representative
Lamont Adrian Brown
Investment Adviser Representative
Ron Dean Brown Jr
Investment Adviser Representative
John Franklin Campaigne Jr
Investment Adviser Representative
Jason Edward Campbell
Investment Adviser Representative
Leslie Minter Castillo
Investment Adviser Representative
Beau Chandon
Investment Adviser Representative
Thomas Michael Chavez
Investment Adviser Representative
Andrew Rocky Chen
Investment Adviser Representative
Joseph Nicholas Clevenger III
Investment Adviser Representative
Shayla Rose Cloutier
Investment Adviser Representative
Derek William Cockrell
Investment Adviser Representative
Nicholas Rl Cohee
Investment Adviser Representative
Paul Catlow Crawford
Investment Adviser Representative
Thomas Russell Croxton
Investment Adviser Representative
Blake Curtin
Investment Adviser Representative
Ilia Michael Dalea
Investment Adviser Representative
Dustin James Davis
Investment Adviser Representative
Joseph Dale Davison
Investment Adviser Representative
Christopher Anton Dime
Investment Adviser Representative
Dustin Ryan Dockter
Investment Adviser Representative
Michael C Duffy
Investment Adviser Representative
Nicholas Joseph Enzweiler
Investment Adviser Representative
Jesse James Ettlin
Investment Adviser Representative
Chad Daniel Faul
Investment Adviser Representative
Donald William Faul
Investment Adviser Representative
Larry Allen Fletcher
Investment Adviser Representative
Ian K Foo
Investment Adviser Representative
Joseph Henry Frantz
Investment Adviser Representative
Joseph A. Gass
Investment Adviser Representative
Miranda Payne Gerda
Investment Adviser Representative
Steven L Glasberg
Investment Adviser Representative
Dylan Gois
Investment Adviser Representative
Nicholas John Goodwin
Investment Adviser Representative
Adam Gourley
Investment Adviser Representative
Garson Tanner Graham
Investment Adviser Representative
Jordan Brandon Green
Investment Adviser Representative
Michael Allen Gregg
Investment Adviser Representative
John Guess
Investment Adviser Representative
John Franklin Hall II
Investment Adviser Representative
Wendy Ann Hammond
Investment Adviser Representative
Peter Guergues Haroun
Investment Adviser Representative
Emily Denise Helman
Investment Adviser Representative
Matthew Hemphill
Investment Adviser Representative
Bryce Putnam Heringer
Investment Adviser Representative
Eric Arnold Hewitt
Investment Adviser Representative
Dale Andrew Hornberger
Investment Adviser Representative
Alexander Sasha Izmailov
Investment Adviser Representative
Vida Maria Jatulis
Investment Adviser Representative
Christopher Michael Johnson
Investment Adviser Representative
Jason Bradley Johnson
Investment Adviser Representative
Nikolaus Santore Kazarian
Investment Adviser Representative
John Kristopher Keiper
Investment Adviser Representative
Austin Grant Kemmerer
Investment Adviser Representative
Sean Khaligh
Investment Adviser Representative
Danial Matthew Khan
Investment Adviser Representative
Douglas Everett Vincent Krug
Investment Adviser Representative
Douglas Vincent Krug
Investment Adviser Representative
Elise Marie Levy
Investment Adviser Representative
Mark Levy
Investment Adviser Representative
Kurt Michael Le Fevre
Investment Adviser Representative
Samuel Bruce Ledwitz
Investment Adviser Representative
Jordan Austin Lee
Investment Adviser Representative
John Draper Lischer
Investment Adviser Representative
Johnpaul Lonardo
Investment Adviser Representative
Phillip Stephen Mahoney
Investment Adviser Representative
Martin Major McClellan
Investment Adviser Representative
Colten Jasper Mellows
Investment Adviser Representative
Mason Bodie Monroe
Investment Adviser Representative
Parrish T Malson
Investment Adviser Representative
Salvador Trinidad Martinez
Investment Adviser Representative
Ronald Aiji Matsui
Investment Adviser Representative
Zachary Louis Mattos
Investment Adviser Representative
Jessica Lillian Mc Curdy
Investment Adviser Representative
Christopher J McLeod
Investment Adviser Representative
Christopher Freitas Mercado
Investment Adviser Representative
Frank Peter Messano III
Investment Adviser Representative
Lucas John Mijares
Investment Adviser Representative
John Thomas Mills
Investment Adviser Representative
Mandir Ramesh Nagdev
Investment Adviser Representative
Michael B. Napoli
Investment Adviser Representative
David Earl Neate
Investment Adviser Representative
Jeremy Louis Olen
Investment Adviser Representative
Christian Horacio Ortez
Investment Adviser Representative
Clark Nile Osterhout
Investment Adviser Representative
Daniel King Ott
Investment Adviser Representative
Jon Bruce Park
Investment Adviser Representative
Peter Thadeus Palion
Investment Adviser Representative
Regulatory & compliance
CRD number
#283824
SEC Number
801-107913
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
lighthouse-sa.comPhone
650-571-1934Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. MARINER ADVISOR NETWORK has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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