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901 Bruce Road Suite 160, Chico, CA 95928 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-23 |
| NE | RA | APPROVED | 2026-03-23 |
| ID | RA | APPROVED | 2026-03-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Spelts Wealth Management, Inc. | Chico | CA | 09/2024 | Present |
| Investorkeep | Chico | CA | 01/2019 | 12/2023 |
| California State University, Chico | Chico | CA | 09/2005 | Present |
| Spelts Wealth Management, Inc. | Chico | CA | 09/2025 | Present |
(1) California State University, Chico; No; Chico, CA; Higher Education; Adjunct Professor; 09/2005; 40/ HRS MO; 0/ HRS MO (2) Column National Assoc.; No; Chico, CA; Banking; Board member; 07/2019; 5/ HRS MO; 0/HRS MO
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-14 |
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