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 9 years of experience in the finance industry.

Similar Advisors
Kedre Mellor, financial advisor Wichita KS
Kedre D. Mellor
CRD# 2205972
Capital Wealthcare Advisors, L.c.
Similar Advisors
James Bonifas Jr., financial advisor Wichita KS
James M. Bonifas Jr.
CRD# 2659453
Cambridge Investment Research Advisors, Inc.
Similar Advisors
Brian Jansen, financial advisor Wichita KS
Brian C. Jansen
CRD# 5199481
Edward Jones
Company Name Location Dates Years
Truenorth, Inc. Wichita, KS Jul 2015 - Current 2
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
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
Firm Website:
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)
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
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.