Bio's

Rick G. Mahlum                    

Founder and CEO
Lighthouse Investor Services

Rick Mahlum began his career in the financial industry in 1984 and is the owner of Lighthouse Investor Services, a full-service financial advisory firm.  He is an Independent Financial Planner and a former president of the Financial Planning Association (FPA) Minnesota Chapter. 

Under Rick's guidance, Lighthouse Investor Services has grown for one simple reason: client's needs are the center of every decision.  They have established long-term relationships with their customers based on superior service, care and trust.  "We've been successful in part because we understand what people are looking for in addition to performance," Rick says. 

Rick is well-known in the industry and has often been quoted in national magazines and local newspapers due to his expertise.  He has taught investment courses and continuing education classes at colleges in the Twin Cities, Rick was chosen by the Esperti Peterson Institute as one of the top Estate and Financial Planners in the nation for the purpose of creating professional planning models, protocols, and strategies. 

Rick and his wife, Pat, along with their three children, reside in Plymouth, Minnesota where they are actively involved within their local community.