Charles
Kretschmer
First Light Asset Management, LLC
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About this Advisor
Charles Kretschmer is a certified financial planner based out of Minneapolis, Minnesota who has 3 years of relevant experience. Kretschmer is an employee of First Light Asset Management, LLC. Over the course of their career, they have held roles at Ameriprise Financial Services Inc, The Bluffs At Coffee Mill, Saint John'S University, Bluffs At Coffee Mill, Wincraft Inc, Winona Area Catholic School System and First Light Asset Management LLC. Kretschmer maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can serve investors in California, Minnesota and Texas. First Light Asset Management, LLC is a financial advisory company based in Minneapolis, MN. It has a total of 11 people on staff. It has $1 billion in assets under management among its 1,177 client accounts, making it one of the larger financial advisory firms in the country by assets under management. The firm advises nine charities and foundations. Of its 1,177 accounts, 77% are held by high-net-worth individuals who have at least $1 million in investable assets. The advisory firm offers a set of services, such as portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Financial advisory fee schedules typically depend on which service is offered. Fees charged by First Light Asset Management, LLC may include any blend of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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First Light Asset Management, LLC Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$1,264,020,395
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
11
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
1,177
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$1,073,934
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Charles Kretschmer Work History
Charles has been registered as a financial advisor for 3 years.*
First Light Asset Management LLC
Ameriprise Financial Services Inc
Wincraft Inc
Saint John'S University
Bluffs At Coffee Mill
Saint John'S University
The Bluffs At Coffee Mill
Saint John'S University
Winona Area Catholic School System
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Charles Kretschmer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at First Light Asset Management, LLC
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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