Sommer Lockhart

Financial Advisor

Financial Guidance | Gratitude | Faith

State(s) Licensed:   AZ, IA, MN, ND

Phone 218-779-6044
Address

2605 42nd Street S Suite 200
Fargo, ND 58104

Sommer Lockhart

Financial Guidance | Gratitude | Faith

State(s) Licensed:   AZ, IA, MN, ND

Serving You With A Grateful Heart

A farm girl from Grandin, North Dakota raised by parents who believed in hard work, supporting their community, and helping others. The values they instilled in my brothers and I have helped shape us into the people we are today. I will forever be grateful for how they raised us.


I am passionate about creating lasting and meaningful relationships, helping people, and serving my clients with a grateful heart. As my client you will have a safe place to ask questions, you will be heard, informed and empowered so you feel confident in your decisions.


I can be your guide in areas of:

  • Retirement income planning
  • Investment management
  • Answering the questions "How much insurance do I need?"
  • Protecting loved ones against the impact of extended care, death and disability
  • Charitable giving


My Core Values:

  • Family
  • Meaningful work
  • Happiness
  • Faith
  • Honesty


I serve Fargo, Moorhead, West Fargo, Ada and surrounding communities. I am also able to meet clients via video call. Please feel free to call, email or book a meeting online to begin YOUR journey.


If you have faith as small as a mustard seed you can move mountains and nothing will be impossible for you. Matthew 17:20 


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Fargo Office

Phone:
218-779-6044

Hours

M, W & TH: 9 a.m. – 5 p.m.

F: 9 a.m.- 2 p.m.

Ada Office

Phone:
218-779-6044

Hours

T: 9 a.m. - 4 p.m.