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DH

David M. Halseth

CONSILIUM
BOULDER, CO
Some features on this profile are disabled
CRD#: 2283697
DH

Professional summary

David Martin Halseth, who also goes by David M Halseth, is a registered financial advisor currently at CONSILIUM, LLC located in Boulder, Colorado.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. David has worked at 4 firms and has passed the Series 2 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

David M Halseth

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Martin Halseth's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

April 21, 2020 - Present

CONSILIUM, LLC

RIA
CRD#: 304503
BOULDER, CO
Past

August 14, 2017 - January 4, 2019

ADVISORY CONSULTING GROUP LLC

RIA
CRD#: 142666
Denver, CO
Past

April 2, 2012 - March 22, 2013

STRATEGIES INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 153653
DENVER, CO
Past

January 1, 1999 - July 6, 2020

STRATEGIES CAPITAL MANAGEMENT

RIA
CRD#: 114035
DENVER, CO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CL
CONSILIUM, LLC
CONSILIUM, LLC | STRATEGIES CM, LLC

CRD#: 304503 / SEC#: 801-117808

RIA
Registered Investment Advisory firm - (12/16/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Colorado
(4/21/2020)

Exams

General Industry/Product Exam
RR
Series 2
Date: 3/18/1994
Non-Member General Securities Examination

Current Firm

CL
CONSILIUM, LLC
CONSILIUM, LLC | STRATEGIES CM, LLC

CRD#: 304503 / SEC#: 801-117808

RIA
Registered Investment Advisory firm - (12/16/2019 Approved)
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Contact information

Main Address
Boulder, CO
Mailing Address
Phone number
(303) 956-7074
Established
Firm type
Fiscal year end
# of Employees
1

SEC notice filing (1 States and Territories)

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Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CONSILIUM, LLC BROCHURE (3/23/2025)

Regulatory assets under management

Total Number of Accounts45
AUM (Assets Under Management)$ 210,757,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CONSILIUM, LLC

CRD#: 304503Boulder, CO

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