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).
-
Total Assets Under Management135MILLION
-
Total Number of Accounts499ACCOUNTS
-
Average Account Value$270,610
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
GA, IL, MI, NC, NY, TX, WI
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.
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.
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.
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.
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.
David Marshall (CRD# 5661175) is an Investment Advisor Representative working at Spectrum Investment Advisors, Inc. in Mequon, WI and has over 9 years of experience in the finance industry.
James Marshall (CRD# 1214383) is an Investment Advisor Representative working at Spectrum Investment Advisors, Inc. in Mequon, WI and has over 34 years of experience in the finance industry.
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.
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.
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.