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David Alan Therkelsen

FIRST LIGHT ASSET MANAGEMENT, LLC·EDINA, Minnesota
Unclaimed Profile
3300 EDINBOROUGH WAY, EDINA, MN 55435CRD# 2385656Firm CRD# 168899
01

About

David Alan Therkelsen is a registered financial advisor based in EDINA, Minnesota, affiliated with FIRST LIGHT ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
FIRST LIGHT ASSET MANAGEMENT, LLC
FIRST LIGHT ASSET MANAGEMENT, LLC
AUM
$1.4B
Regulatory assets under management
Employees
14
Total firm employees
View all advisors at FIRST LIGHT ASSET MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2385656
Firm CRD# 168899
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David Alan Therkelsen offer?
David Alan Therkelsen specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in EDINA, Minnesota for a consultation.
What are David Alan Therkelsen's credentials?
David Alan Therkelsen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Alan Therkelsen located?
David Alan Therkelsen is based in EDINA, Minnesota, working with FIRST LIGHT ASSET MANAGEMENT, LLC. Their office serves clients in the EDINA metropolitan area and surrounding communities.
How does David Alan Therkelsen charge for services?
David Alan Therkelsen's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FIRST LIGHT ASSET MANAGEMENT, LLC?
FIRST LIGHT ASSET MANAGEMENT, LLC has approximately 14 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in EDINA
Seth Lawrence Cogswell — RUNNING OAK CAPITAL LLCChristine Marie Sorensen — TRADITION WEALTH MANAGEMENT LLCScott Michael Siverhus — CAPSTONE ADVISORY GROUP LLCPeter James Conrad — FIRST LIGHT ASSET MANAGEMENT, LLCRyan Michael Carlson — CONTEGO CAPITAL GROUP, INC.
Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)ST PAUL (111)PLYMOUTH (97)BLOOMINGTON (93)
City Guides
MINNEAPOLIS GuideMINNETONKA GuideST PAUL GuidePLYMOUTH GuideBLOOMINGTON Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
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