Advisor at Spelts Wealth Management, Inc.
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Firm
Spelts Wealth Management, Inc.
Location
Chico, CA 95928
Credentials
Series 65
Industry experience
1 year
Sean Morgan is a financial advisor with Spelts Wealth Management, Inc., holding a Series 65 credential and one year of industry experience. He has worked at Spelts Wealth Management since 2024 and previously spent four years with InvestorKeep. Morgan also serves as an adjunct professor at California State University, Chico, a position he has held since 2005, and is a board member of Column National Association. Spelts Wealth Management provides investment advisory services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm offers discretionary and non-discretionary portfolio management, ERISA plan consulting, and operates its own wrap fee program, employing a range of investment strategies including fundamental and technical analysis, options, and alternative investments.
Based on Spelts Wealth Management, Inc.
1% annually for ERISA Plan Services (negotiable)
Account minimum: $250,000
901 Bruce Road, Suite 160
Chico, CA 95928
California · Idaho · Nebraska
Spelts Wealth Management, Inc.
2025 - Present (1 year)
Spelts Wealth Management, Inc.
2024 - Present (2 years)
InvestorKeep
2019 - 2023 (4 years)
California State University, Chico
2005 - Present (21 years)
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Is not active or affiliated with:
Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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