Spectrum Investment Advisors, Inc.

Spectrum Investment Advisors, Inc. (CRD# 108669) is a financial advisory firm headquartered in Mequon, WI. They manage $92,611,442 in 202 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    93
    MILLION
  • Total Number of Accounts
    202
    ACCOUNTS
  • Average Account Value
    $458,472
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • 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.

GA, IL, MI, NC, NY, TX, WI

Financial Advisors at Spectrum Investment Advisors, Inc.
Showing 1 - 10 of 15 top financial advisors.
1
Brian E. White
CRD#: 4162350
6329 West Mequon Road, Mequon, WI 53092
96
Wealthminder
score

Brian White (CRD# 4162350) is an Investment Advisor Representative working at Spectrum Investment Advisors, Inc. in Mequon, WI and has over 16 years of experience in the finance industry. Brian White has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
David M. Marshall
CRD#: 5661175
6329 West Mequon Road, Mequon, WI 53092
93
Wealthminder
score

David Marshall (CRD# 5661175) is an Investment Advisor Representative working at Spectrum Investment Advisors, Inc. in Mequon, WI and has over 7 years of experience in the finance industry.

3
James F. Marshall
CRD#: 1214383
6329 West Mequon Road, Mequon, WI 53092
93
Wealthminder
score

James Marshall (CRD# 1214383) is an Investment Advisor Representative working at Spectrum Investment Advisors, Inc. in Mequon, WI and has over 32 years of experience in the finance industry.

4
Jonathan J. Marshall
CRD#: 4736441
6329 West Mequon Road, Mequon, WI 53092
93
Wealthminder
score

Jonathan Marshall (CRD# 4736441) 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.

5
Manuel Rosado
CRD#: 2612199
6329 West Mequon Road, Mequon, WI 53092
93
Wealthminder
score

Manuel Rosado (CRD# 2612199) is an Investment Advisor Representative working at Spectrum Investment Advisors, Inc. in Mequon, WI and has over 19 years of experience in the finance industry.

6
John F. Schaetzel
CRD#: 5117881
6329 West Mequon Road, Mequon, WI 53092
93
Wealthminder
score

John Schaetzel (CRD# 5117881) is an Investment Advisor Representative working at Spectrum Investment Advisors, Inc. in Mequon, WI and has over 10 years of experience in the finance industry.

7
Cheryl A. Stoehr
CRD#: 4525675
6328 West Mequon Road, Mequon, WI 53092
93
Wealthminder
score

Cheryl Stoehr (CRD# 4525675) is an Investment Advisor Representative working at Spectrum Investment Advisors, Inc. in Mequon, WI and has over 14 years of experience in the finance industry.

8
Joanne M. Tomczak
CRD#: 1214381
6329 West Mequon Road, Mequon, WI 53092
93
Wealthminder
score

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.

9
Suzanne M. Weeden
CRD#: 4172684
6329 West Mequon Road, Mequon, WI 53092
93
Wealthminder
score

Suzanne Weeden (CRD# 4172684) is an Investment Advisor Representative working at Spectrum Investment Advisors, Inc. in Mequon, WI and has over 16 years of experience in the finance industry.

10
Jeffrey W. Croatt
CRD#: 5984769
6329 West Mequon Road, Mequon, WI 53092
90
Wealthminder
score

Jeffrey Croatt (CRD# 5984769) is an Investment Advisor Representative working at Spectrum Investment Advisors, Inc. in Mequon, WI and has over 4 years of experience in the finance industry.

1 2 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.