Brian White, financial advisor Mequon WI

Brian White

CRD Number: 4162350
Current Firm: Spectrum Investment Advisors, Inc.

Brian White (CRD# 4162350) is an Investment Advisor Representative working at Spectrum Investment Advisors, Inc. in Mequon, WI and has over 23 years of experience in the finance industry. Brian White has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Spectrum Investment Advisors, Inc. Mequon, WI Nov 2007 - Current 16
Lpl Financial San Diego, CA Apr 2011 - Sep 2015 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2000
S66 NASAA Uniform Combined State Law Examination Jun 2003
Contact Info for Brian E. White
Phone Number: 262-238-4010
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    725
    MILLIONS
  • Total Number of Accounts
    986
    ACCOUNTS
  • Average Account Value
    $735,115
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

FL, GA, IL, MI, NC, NY, TX, WI

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