Michael McDonaldCRD 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 5 years of experience in the finance industry.
Fortress Planning Group
Cedarpoint Investment Advisors, Inc.
|Spectrum Investment Advisors, Inc.||Mequon, WI||Nov 2011 - Current||5|
|Lpl Financial LLC||Mequon, WI||Dec 2011 - Sep 2015||3|
|Hidden Glen Golf Club||Cedarburg, WI||Apr 2010 - Oct 2011||1|
|Teuteberg Incorporated||Wauwatosa, WI||Dec 2010 - May 2011||< 1|
|Marquette University||Milwaukee, WI||Sep 2006 - May 2011||4|
|Blackstone Creek Golf Club||Germantown, WI||Apr 2007 - May 2009||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||May 2012|
|S63||Uniform Securities State Law Examination||Jan 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