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Theodore John Thatcher

Bright Lake Wealth Management, LLC

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About Theodore John Thatcher

Theodore Thatcher is an Investment Advisor Representative at Bright Lake Wealth Management, LLC. Theodore has been in the financial services industry since 2016. He is licensed in California and Oregon and holds the Series 65 license. Theodore works with individuals and families to create financial plans that meet their needs and goals. He has experience in providing financial education to communities through AFEA (American Financial Education Alliance). Theodore's focus is on providing tailored financial advice and portfolio management services to help clients achieve their financial goals.

Firm Information

Theodore Thatcher is currently registered with Bright Lake Wealth Management, LLC. Bright Lake Wealth Management, LLC is a registered investment advisor with three licensed agents and three investment advisor representatives. They manage approximately $57.6 million in assets for 488 clients, primarily individuals. The firm offers financial planning, portfolio management for individuals and businesses, and selection of other advisors. They also provide services to high-net-worth individuals and other individuals, with approximately $11.9 million and $45.7 million in assets under management for these groups, respectively.

$57.58M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Theodore Thatcher’s Registration & Firm History

CA

02/11/2023 - Present

Bright Lake Wealth Management, LLC (REDDING CA)

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Licenses & Designations

IA

Issued 10/14/2019

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Theodore John Thatcher.
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