BM
Blake A. Morlet
INVICTA FINANCIAL GROUP
Temecula, CA 92590
Some features on this profile are disabled
CRD#: 6915226
BM
Professional summary
Blake Alexander Morlet, who also goes by Blake Morlet, is a registered financial advisor currently at INVICTA FINANCIAL GROUP located in Temecula, California and WELLTH ADVISORY SERVICES, LLC located in Temecula, California.
Blake is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Blake has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Blake Morlet
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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 director on the Board of BDT & Associates, Inc. since March 2018. His primary duties include acting within the governs of the board and assisting other board members and officers in promoting the company. He attends all board meetings and assists within the board special duties and committees. He receives no compensation for this activity and spends 8 hours per month on this activity. Terminated 11/2025 3) 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. 4) 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. 5) 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. 6) Blake Morlet is the vice president of the Board of BDT & Associates, Inc. since May 2024. His primary duties include acting within the governs of the board and assisting other board members and officers in promoting the company. He attends all board meetings and assists within the board special duties and committees. He receives no compensation for this activity and spends 0-8 hours per month on this activity. Terminated 11/2025 7) Strategic Retirement Partners; DBA of WELLth Advisory Services LLC; investment advisory services.
CRS (Client Relationship Summary) - RIA
Click below to view Blake Alexander Morlet's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
February 16, 2018 - Present
INVICTA FINANCIAL GROUP
Office #1: 41720 Winchester Rd. Suite F, Temecula, CA 92590RIA
CRD#: 288008
Temecula, CA
Current
November 5, 2025 - Present
WELLTH ADVISORY SERVICES, LLC
RIA
CRD#: 330537
Temecula, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WA
WELLTH ADVISORY SERVICES, LLC
STRATEGIC RETIREMENT PARTNERS (SRP) | WELLTH ADVISORY SERVICES, LLC
CRD#: 330537 / SEC#: 801-130037
RIA
Registered Investment Advisory firm - (4/26/2024 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Arkansas(11/5/2025)
IAR
California(2/16/2018)
IAR
Idaho(11/5/2025)
IAR
Nevada(11/5/2025)
IAR
North Carolina(11/7/2025)
IAR
Texas(11/5/2025)
IAR
Utah(11/5/2025)
IAR
Wisconsin(11/6/2025)
Current Firm
WA
WELLTH ADVISORY SERVICES, LLC
STRATEGIC RETIREMENT PARTNERS (SRP) | WELLTH ADVISORY SERVICES, LLC
CRD#: 330537 / SEC#: 801-130037
RIA
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Contact information
Main Address
Shorewood, IL
Mailing Address
Phone number
(866) 777-4015
Established
Firm type
Fiscal year end
# of Employees
72
SEC notice filing (44 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,338 |
| AUM (Assets Under Management) | $ 23,574,040,155 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
