Sean Spencer, financial advisor Wichita KS
93 score

Sean Spencer

CRD Number: 5622254
Current Firm: Truenorth, Inc.

Sean Spencer (CRD# 5622254) is an Investment Advisor Representative working at Truenorth, Inc. in Wichita, KS and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Truenorth, Inc. Wichita, KS Jul 2015 - Current 1
Lpl Financial LLC Wichita, KS Nov 2013 - Jul 2015 1
Intrust Bank N.a. Wichita, KS May 2013 - Jul 2015 2
Basketball Officiating Wichita, KS Jan 2013 - Apr 2014 1
Equity Bancshares Wichita, KS Apr 2011 - May 2013 2
Ameriprise Financial Services Inc. Wichita, KS Jun 2010 - Apr 2011 < 1
Commerce Bank Wichita, KS Feb 2010 - Jun 2010 < 1
Northwestern Mutual Investment Services, LLC Wichita, KS Mar 2009 - Feb 2010 < 1
Northwestern Mutual Life Insurance Company Milwaukee, WI Nov 2008 - Feb 2010 1
Invista S.a.r.l. Wichita, KS Jun 2007 - Aug 2008 1
Ymca Wichita, KS Nov 2006 - Sep 2007 < 1
Wichita State University Wichita, KS Aug 2005 - May 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2009
S65 NASAA Investment Advisors Law Examination Aug 2009
Contact Info for Sean R. Spencer
Phone Number: 316-266-6574
Registered State(s):
  • CO
  • KS
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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