Spectrum Financial Resources

Spectrum Financial Resources (CRD# 127453) is a financial advisory firm headquartered in Troy, MI. They manage $178,125,773 in 911 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    178
    MILLION
  • Total Number of Accounts
    911
    ACCOUNTS
  • Average Account Value
    $195,528
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MI

Financial Advisors at Spectrum Financial Resources
Showing 1 - 7 of 7 top financial advisors.
1
Robert P. Abraham
CRD#: 5480510
6915 Rochester Rd., Ste 200, Troy, MI 48085

Robert Abraham (CRD# 5480510) is an Investment Advisor Representative working at Spectrum Financial Resources in Troy, MI and has over 11 years of experience in the finance industry.

2
Lucian C. Harbar
CRD#: 5053871
22611 Greater Mack Ave., Saint Clair Shores, MI 48080

Lucian Harbar (CRD# 5053871) is an Investment Advisor Representative working at Spectrum Financial Resources in Saint Clair Shores, MI and has over 15 years of experience in the finance industry.

3
Daniel T. Hoban
CRD#: 1095185
6915 Rochester Rd., Ste 200, Troy, MI 48085

Daniel Hoban (CRD# 1095185) is an Investment Advisor Representative working at Spectrum Financial Resources in Troy, MI and has over 39 years of experience in the finance industry.

4
David J. Laidlaw
CRD#: 4412079
6915 Rochester Rd., Ste 200, Troy, MI 48085

David Laidlaw (CRD# 4412079) is an Investment Advisor Representative working at Spectrum Financial Resources in Troy, MI and has over 20 years of experience in the finance industry.

5
Kevin F. McMillan
CRD#: 3220748
63 Kercheval Ave, Suite 215, Grosse Pointe Farms, MI 48236

Kevin McMillan (CRD# 3220748) is an Investment Advisor Representative working at Spectrum Financial Resources in Grosse Pointe Farms, MI and has over 22 years of experience in the finance industry.

6
John R. Schoelch
CRD#: 4499095
6915 Rochester Rd., Ste 200, Troy, MI 48085

John Schoelch (CRD# 4499095) is an Investment Advisor Representative working at Spectrum Financial Resources in Troy, MI and has over 20 years of experience in the finance industry.

7
James D. Williams
CRD#: 4011843
22611 Greater Mack Ave., Saint Clair Shores, MI 48080

James Williams (CRD# 4011843) is an Investment Advisor Representative working at Spectrum Financial Resources in Saint Clair Shores, MI and has over 22 years of experience in the finance industry.

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