Joanne TomczakCRD Number: 1214381
Current Firm: Spectrum Investment Advisors, Inc.
Joanne Tomczak (CRD# 1214381) is an Investment Advisor Representative working at Spectrum Investment Advisors, Inc. in Mequon, WI and has over 11 years of experience in the finance industry.
Fortress Planning Group
Cedarpoint Investment Advisors, Inc.
|Spectrum Investment Advisors Inc.||Mequon, WI||Jun 2011 - Current||5|
|Lpl Financial||San Diego, CA||Aug 2011 - Sep 2015||4|
|Gwfs Equities Inc/great-west Life & Ann Ins Co||Greenwood Village, CO||Dec 2003 - May 2011||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2005|
|S65||NASAA Investment Advisors Law Examination||Oct 2011|
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