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ENLIGHTENED FINANCIAL SERVICES

CRD No. 313070 | RIA/Wealth Manager | Last Form ADV Filed on 25 Feb 2022 | Registration: State | Not Currently Registered
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Enlightened Financial Services is a registered investment adviser based in Tennessee, founded and owned by Bruce W. Shaw. The company specializes in providing financial consulting services with a focus on biblically responsible investing. They offer one-time and as-needed consultations to discuss financial issues but do not implement any transactions or actively manage clients' investments or accounts. Enlightened Financial Services provides investment advice on mutual funds, ETFs, exchange-listed securities, corporate debt securities, certificates of deposit, municipal securities, and US government securities. However, they reserve the right to offer advice on any investment product that may be suitable for each client's specific circumstances, needs, goals, and objectives. They do not attempt to time the market but may increase cash holdings modestly based on clients' risk tolerance and expectations of market behavior. Enlightened Financial Services tailors its advisory services to individual clients' needs and works with them on a one-on-one basis through interviews and questionnaires to determine their investment objectives and suitability information. The company does not have any assets under management and focuses solely on providing financial consulting services to clients.

Identifying Information
CRD No.
313070
Latest Filing
25 Feb 2022
Form of Organization
Limited Liability Company
Legal Domicile
TN, United States
Registration
State
State Regulator Details
TN | APPROVED | 2021-04-21
TX | CONDREST | 2021-03-02
Contact Details
Phone
000-000-0000
Company Information
Employee Strength
1

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Direct Owners
Shaw, Bruce, Wayne
MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER (75% or more)

SEC Links
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