Theodore Thatcher has been Chief Executive Officer of Bright Lake Wealth Management since September 2022, is a control person of the firm and directly owns 75% or more of it.
Bright Lake Wealth Management, LLC is a Redding, CA firm with $104M under management, 354 clients and 4 advisers across 3 offices, as of its April 2026 filing.
Ted Thatcher is Founder and President of Bright Lake Wealth Management. He is the author of Launch Your Retirement, a step-by-step guide that helps families move from their savings years to spending in retirement. Thatcher and his team guide retirees and pre-retirees through five areas of retirement planning: income, investments, taxes, healthcare and legacy planning.
Theodore Thatcher’s longest registration is the current one, 3 years at Bright Lake Wealth Management since 2023. Before joining Bright Lake Wealth Management in 2023, Theodore Thatcher was registered through Ae Wealth Management, LLC.
- – present · 3 yearsAdviser representative · Firm CRD 323513
- Ae Wealth Management, LLC– · 3 yearsMedford, OR · Adviser representative · Firm CRD 282580
Investment adviser representative registrations
Theodore Thatcher is registered as an investment adviser representative in 2 states. The first approvals date from January 2023; the most recent is Oregon, in February 2023.
- CaliforniaSince 4 January 2023
- OregonSince 11 February 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 14 October 2019 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Theodore John Thatcher
- CRD
- 7193260
- Firm
- Bright Lake Wealth Management · CRD 323513
- Role
- Chief Executive Officer
- Registration
- Investment adviser registration
- In the industry since
- November 2019
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- brightlakewealth.com
Where does Theodore Thatcher work?
Theodore Thatcher has been Chief Executive Officer of Bright Lake Wealth Management, LLC since September 2022, and is a control person of the firm.
Is Theodore Thatcher a financial advisor?
Yes. Theodore Thatcher has a current investment-adviser registration in California and Oregon, through Bright Lake Wealth Management since January 2023.
How many years of experience does Theodore Thatcher have?
Theodore Thatcher has 6 years in the financial industry, since November 2019, across 2 adviser firms.
What exams has Theodore Thatcher passed?
Theodore Thatcher passed the Series 65 in October 2019.
Is Theodore Thatcher registered with FINRA?
No. Theodore Thatcher has no current broker registration.
How can I verify Theodore Thatcher’s record?
Search CRD 7193260 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Theodore Thatcher’s full registration record.
- Matthew GiggeyChief Compliance Officer