Charles Kretschmer (CRD# 6822293) is an Investment Advisor Representative working at First Light Asset Management, LLC in Edina, MN and has over 6 years of experience in the finance industry. Charles Kretschmer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| First Light Asset Management LLC | Edina, MN | Sep 2019 - Current | 4 |
| Ameriprise Financial Services Inc. | Minneapolis, MN | Jun 2017 - Sep 2019 | 2 |
| Saint John's University | Collegeville, MN | Aug 2016 - Jun 2017 | < 1 |
| Wincraft Inc. | Winona, MN | May 2016 - Aug 2016 | < 1 |
| Saint John's University | Collegeville, MN | Aug 2015 - May 2016 | < 1 |
| Bluffs At Coffee Mill | Wabasha, MN | May 2015 - Aug 2015 | < 1 |
| Saint John's University | Collegeville, MN | Aug 2014 - May 2015 | < 1 |
| The Bluffs At Coffee Mill | Wabasha, MN | May 2014 - Aug 2014 | < 1 |
| Winona Area Catholic School System | Winona, MN | Jun 2007 - May 2014 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2017 |
- CA
- MN
- TX
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Total Assets Under Management1,388MILLIONS
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Total Number of Accounts1,165ACCOUNTS
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Average Account Value$1,191,299
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, DC, FL, GA, IA, IL, MD, MI, MN, NC, NE, NY, SD, TX, VA, WA, WI
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