David Martin Halseth
Investment adviser representative at Consilium, LLC
23 yearsExperience
1 stateRegistered in
$215MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
23 years in the industry.
- Consilium, LLCApr 2020 to now
- Advisory Consulting Group, LLCJul 2017 to Dec 2018
- Strategies, LLCJun 2003 to Apr 2020
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CO).
Consilium, LLC
$215MAssets managed
24Clients
1Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2283697
- Firm CRD
- 304503