Spectrum Financial Resources

Spectrum Financial Resources (CRD# 127453) is a financial advisory firm headquartered in Troy, MI. They manage $57,820,279 in 323 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    58
    MILLION
  • Total Number of Accounts
    323
    ACCOUNTS
  • Average Account Value
    $179,010
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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 - 6 of 6 top financial advisors.
1
David J. Laidlaw
CRD#: 4412079
1779 West Big Beaver, Troy, MI 48084
98
Wealthminder
score

David Laidlaw (CRD# 4412079) is an Investment Advisor Representative working at Spectrum Financial Resources in Troy, MI and has over 15 years of experience in the finance industry.

2
Robert P. Abraham
CRD#: 5480510
1779 West Big Beaver, Troy, MI 48084
93
Wealthminder
score

Robert Abraham (CRD# 5480510) is an Investment Advisor Representative working at Spectrum Financial Resources in Troy, MI and has over 6 years of experience in the finance industry.

3
Daniel T. Hoban
CRD#: 1095185
1779 West Big Beaver, Troy, MI 48084
93
Wealthminder
score

Daniel Hoban (CRD# 1095185) is an Investment Advisor Representative working at Spectrum Financial Resources in Troy, MI and has over 33 years of experience in the finance industry.

4
John R. Schoelch
CRD#: 4499095
1779 West Big Beaver, Troy, MI 48084
93
Wealthminder
score

John Schoelch (CRD# 4499095) is an Investment Advisor Representative working at Spectrum Financial Resources in Troy, MI and has over 14 years of experience in the finance industry.

5
David A. Bogart
CRD#: 5423053
1779 West Big Beaver, Troy, MI 48084
75
Wealthminder
score

David Bogart (CRD# 5423053) is an Investment Advisor Representative working at Spectrum Financial Resources in Troy, MI and has 1 year of experience in the finance industry.

6
James D. Williams
CRD#: 4011843
1779 West Big Beaver, Troy, MI 48084
68
Wealthminder
score

James Williams (CRD# 4011843) is an Investment Advisor Representative working at Spectrum Financial Resources in Troy, MI and has over 17 years of experience in the finance industry.

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