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Shorewood, IL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-11-18 |
| FL | RA | APPROVED | 2025-11-13 |
| AZ | RA | APPROVED | 2025-11-12 |
| NC | RA | APPROVED | 2025-11-07 |
| WI | RA | APPROVED | 2025-11-06 |
| AR | RA | APPROVED | 2025-11-05 |
| CA | RA | APPROVED | 2025-11-05 |
| ID | RA | APPROVED | 2025-11-05 |
| NV | RA | APPROVED | 2025-11-05 |
| TX | RA | APPROVED_RES | 2025-11-05 |
| UT | RA | APPROVED | 2025-11-05 |
Branch Locations
Temecula, CA • United States
27555 Ynez Road, Suite 110, Temecula, CA 92591 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bdt & Associates, Inc. | San Diego | CA | 01/2018 | 11/2025 |
| Avalon Management Group | Temecula | CA | 09/2012 | 03/2018 |
| Wellth Advisory Services, Llc | Shorewood | IL | 11/2025 | Present |
| Strategic Retirement Partners | Shorewood | IL | 11/2025 | Present |
1) Blake Morlet is a licensed insurance agent of Blake A. Morlet, Sole Proprietor since February 2018. He is an independent insurance agent that sells and services for health, and life insurance. He always acts in the best interest of the client. Clients are not required to implement the plan in his capacity as a licensed insurance agent. He receives approximately $12,000 compensation annually and spends about 5-10 hours per month on this activity. 2) Blake Morlet is a member of Modern Choice Wealth Management, LLC since January 2021. This corporation was established to pay operating and marketing expenses, all appropriate payroll taxes, federal and state income taxes for advisory business. He receives no commission for this activity and spends 1-4 hours per month on this activity. 3) Blake Morlet holds an active real estate broker license. This license is maintained primarily for personal real estate transactions. Blake Morlet does not does solicit business from nor receive compensation related to real estate activities related to advisory clients. This activity does not present a conflict of interest with WELLth Advisory Services, LLC's advisory services. He spends 0-1 hours per month on this activity. 4) Blake Morlet is a co-trustee of a trust since December 2019. He receives no compensation for this activity and spends 0-1 hours per month on this activity. 5) Strategic Retirement Partners; DBA of WELLth Advisory Services LLC; investment advisory services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-12-04 |
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