Spectrum Investment Advisors, Inc.

Spectrum Investment Advisors, Inc. (CRD# 108669) is a financial advisory firm headquartered in Mequon, WI. They manage $135,034,179 in 499 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    135
    MILLION
  • Total Number of Accounts
    499
    ACCOUNTS
  • Average Account Value
    $270,610
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 21 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 17 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
Cheryl A. Besaw
CRD#: 4525675
6328 West Mequon Road, Mequon, WI 53092
93
Wealthminder
score

Cheryl Besaw (CRD# 4525675) is an Investment Advisor Representative working at Spectrum Investment Advisors, Inc. in Mequon, WI and has over 15 years of experience in the finance industry.

3
Michael C. Burroughs
CRD#: 3098424
6329 West Mequon Road, Mequon, WI 53092
93
Wealthminder
score

Michael Burroughs (CRD# 3098424) is an Investment Advisor Representative working at Spectrum Investment Advisors, Inc. in Mequon, WI and has over 6 years of experience in the finance industry.

4
Jeffrey W. Croatt
CRD#: 5984769
6329 West Mequon Road, Mequon, WI 53092
93
Wealthminder
score

Jeffrey Croatt (CRD# 5984769) is an Investment Advisor Representative working at Spectrum Investment Advisors, Inc. in Mequon, WI and has over 6 years of experience in the finance industry.

5
Christopher M. Kortendick
CRD#: 2342554
6329 West Mequon Road, Mequon, WI 53092
93
Wealthminder
score

Christopher Kortendick (CRD# 2342554) is an Investment Advisor Representative working at Spectrum Investment Advisors, Inc. in Mequon, WI and has over 24 years of experience in the finance industry.

6
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 8 years of experience in the finance industry.

7
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 33 years of experience in the finance industry.

8
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 14 years of experience in the finance industry.

9
Michael W. McDonald
CRD#: 5998644
6329 West Mequon Road, Mequon, WI 53092
93
Wealthminder
score

Michael McDonald (CRD# 5998644) is an Investment Advisor Representative working at Spectrum Investment Advisors, Inc. in Mequon, WI and has over 6 years of experience in the finance industry.

10
David J. Radowski
CRD#: 5754430
6329 West Mequon Road, Mequon, WI 53092
93
Wealthminder
score

David Radowski (CRD# 5754430) is an Investment Advisor Representative working at Spectrum Investment Advisors, Inc. in Mequon, WI and has over 8 years of experience in the finance industry.

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