Mark Spelts

from Spelts Wealth Management, Inc
SEC regulated
Regulated Investment Advisor
Mark Spelts is a financial advisor based in California, Chico, with 37 years of experience. Mark currently works for Spelts Wealth Management, Inc. Mark maintains a S63 license (Uniform Securities Agent State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Mark Spelts works at Spelts Wealth Management, Inc
Spelts Wealth Management, Inc is a financial advisory firm based in Chico, California. It currently has approximately $70,000,000 of assets under management and employs about 2 people. Spelts Wealth Management, Inc uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Years registered
13 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
901 Bruce Road, Suite 160, Chico, California, 95928

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