Michael McDonald, financial advisor Mequon WI

Michael McDonald

CRD Number: 5998644
Current Firm: Spectrum Investment Advisors, Inc.

Michael McDonald (CRD# 5998644) is an Investment Advisor Representative working at Spectrum Investment Advisors, Inc. in Mequon, WI and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Spectrum Investment Advisors, Inc. Mequon, WI Apr 2017 - Current 6
Spectrum Investment Advisors, Inc. Mequon, WI Nov 2011 - Apr 2017 5
Lpl Financial LLC Mequon, WI Dec 2011 - Sep 2015 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2012
S65 NASAA Investment Advisors Law Examination May 2012
Contact Info for Michael W. McDonald
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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