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Spencer T Engelke

Spencer T Engelke

CFP®
RANGE ADVISORY
CEDAR PARK, TX
·CRD# 7441401·5 years experience

Professional Summary

Spencer T Engelke, CFP®, who also goes by Spencer Thomas Engelke, Spencer Engelke, is a registered financial advisor currently at RANGE ADVISORY, LLC located in Cedar Park, Texas. Spencer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Spencer has worked at 3 firms and has passed the Series 65 and Series 63 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Spencer Thomas Engelke, Spencer Engelke

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Credentials

CFP®
Certified Financial PlannerSince 2023

Years of Experience

5 years in the financial services industry

Current & Past Employments

RANGE ADVISORY, LLC·CRD# 321969
RIA
Cedar Park, TX
April 29, 2025 - Present
CETERA PLANNING PARTNERS·CRD# 129625
RIA
Austin, TX
September 11, 2024 - April 21, 2025
PARROTT WEALTH MANAGEMENT, LLC·CRD# 277121
RIA
Colorado Springs, CO
October 19, 2021 - September 17, 2024

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Current Firm

RA
RANGE ADVISORY, LLC

PYLON INC | RANGE FINANCE, INC. | RANGE ADVISORY, LLC

CRD#: 321969 / SEC#: 801-125927
RIA
Registered Investment Advisory firm - SEC (6/23/2022 Approved)

Contact Information

Main Address

8270 Greensboro Drive Suite 910, Mclean, VA 22102

Mailing Address

440 Monticello Ave Ste 1802 Pmb 32321, Norfolk, VA 23510-2670

Phone Number

(703) 261-4126

# of Employees

38

SEC notice filing (51 States and Territories)

Registered to provide investment advisory services in 51 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

RANGE ADVISORY ADV BROCHURE SEPTEMBER 2026 (9/22/2026)

Regulatory Assets Under Management

Total Number of Accounts

5,205

AUM (Assets Under Management)

$1,388,737,633

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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.

Independent Insurance Agent, not investment related. 6500 River Place Blvd., Bldg. 7, Suite 250, Austin TX 78730, Insurance business. Less than 1 hour a month, zero hours worked during security trading hours.

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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".
RA
RANGE ADVISORY, LLC

PYLON INC | RANGE FINANCE, INC. | RANGE ADVISORY, LLC

CRD#: 321969 / SEC#: 801-125927
RIA
Registered Investment Advisory firm - SEC (6/23/2022 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.
IAR
Pennsylvania
(4/29/2025)
IAR
Texas
(4/29/2025)
IAR
Virginia
(4/29/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Oct 2021About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Feb 2021About the Series 63 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Spencer T Engelke's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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Spencer T Engelke
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