Jeffrey CroattCRD Number: 5984769
Current Firm: Spectrum Investment Advisors, Inc.
Jeffrey Croatt (CRD# 5984769) is an Investment Advisor Representative working at Spectrum Investment Advisors, Inc. in Mequon, WI and has over 5 years of experience in the finance industry.
Fortress Planning Group
Cedarpoint Investment Advisors, Inc.
|Spectrum Investment Advisors||Mequon, WI||Nov 2012 - Current||4|
|Spectrum Financial Advisors Inc.||Mequon, WI||Oct 2011 - Current||6|
|Lpl Financial||San Diego, CA||Nov 2011 - Sep 2015||3|
|Germantown Public Schools||Germantown, WI||Sep 1972 - Jul 2011||38|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2011|
|S65||NASAA Investment Advisors Law Examination||Feb 2012|
Total Assets Under Management93MILLIONS
Total Number of Accounts202ACCOUNTS
Average Account Value$458,472
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
GA, IL, MI, NC, NY, TX, WI