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Sean M
Series 65
Chico, CA
Spelts Wealth Management, Inc.
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.
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