AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
NK

Nancy J. Komarowski

Some features on this profile are disabled
CRD#: 2921421
NK

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Nancy J Komarowski, who also goes by Nancy J Kabat, Nancy Kabat, Nancy Kabat, Nancy Joy Komarowski, Nancy Komarowski, was a registered financial professional .

Nancy is a previously registered financial professional and started their career in finance in 2006. Nancy had worked at 5 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Nancy J Kabat | Nancy Kabat | Nancy Kabat | Nancy Joy Komarowski | Nancy Komarowski

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

February 3, 2018 - December 31, 2018

LIGHTHOUSE INSTITUTE

RIA
CRD#: 282604
NORTH AURORA, IL
Past

February 2, 2018 - August 15, 2018

LPL FINANCIAL LLC

BD
CRD#: 6413
NORTH AURORA, IL
Past

April 5, 2017 - February 5, 2018

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA
CRD#: 2881
LOMBARD, IL
Past

April 5, 2017 - February 5, 2018

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
LOMBARD, IL
Past

July 8, 2010 - March 23, 2017

MORGAN STANLEY

RIA
CRD#: 149777
NAPERVILLE, IL
Past

July 8, 2010 - March 23, 2017

MORGAN STANLEY

BD
CRD#: 149777
NAPERVILLE, IL
Past

September 7, 2006 - July 6, 2010

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
NAPERVILLE, IL
Past

February 28, 2006 - July 6, 2010

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
NAPERVILLE, IL

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 9/6/2006
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 31
Date: 9/11/2013
Futures Managed Funds Examination
General Industry/Product Exam

Current Firm


LI
LIGHTHOUSE INSTITUTE
LIGHTHOUSE FINANCIAL GROUP, LLC | THE LIGHTHOUSE INSTITUTE, INC. | THE LIGHTHOUSE INSTITUTE INC. | LIGHTHOUSE INSTITUTE

CRD#: 282604 / SEC#:

Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
100 N Lincolnway Suite B, North Aurora, IL 60542
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


LIGHTHOUSE INSTITUTE

CRD#: 282604

TRUST BUT VERIFY

Monitor Nancy Komarowski

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics