Spencer Engelke (CRD# 7441401) is an Investment Advisor Representative working at Parrott Wealth Management, LLC in Colorado Springs, CO and has over 3 years of experience in the finance industry.
CRD# 2202065
Adelmann Financial, Inc.
CRD# 6728761
T. Rowe Price Advisory Services, Inc.
CRD# 5836179
T. Rowe Price Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Parrott Wealth Management | Austin, TX | Sep 2021 - Current | 2 |
| Austin Christian Fellowship | Austin, TX | May 2018 - Aug 2021 | 3 |
| Texas Tech | Lubbock, TX | Aug 2014 - May 2018 | 3 |
| Office Of Us Representative | Washington D.c., DC | Aug 2017 - Dec 2017 | < 1 |
| Geico | Dallas, TX | May 2017 - Aug 2017 | < 1 |
| The Heights Fellowship | Lubbock, TX | Dec 2015 - Apr 2017 | 1 |
| Rockin' River Pool | Round Rock, TX | May 2014 - Aug 2014 | < 1 |
| Cedar Ridge High School | Round Rock, TX | Aug 2011 - May 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2021 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2021 |
- TX
-
Total Assets Under Management184MILLIONS
-
Total Number of Accounts506ACCOUNTS
-
Average Account Value$364,622
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
CA, CO, TX
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