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).
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Total Assets Under Management93MILLION
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Total Number of Accounts202ACCOUNTS
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Average Account Value$458,472
- 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 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.
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.
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.
Jonathan Marshall (CRD# 4736441) is an Investment Advisor Representative working at Spectrum Investment Advisors, Inc. in Mequon, WI and has over 13 years of experience in the finance industry.
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.
John Schaetzel (CRD# 5117881) 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.
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.
Joanne Tomczak (CRD# 1214381) 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.
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.
Jeffrey Croatt (CRD# 5984769) is an Investment Advisor Representative working at Spectrum Investment Advisors, Inc. in Mequon, WI and has over 5 years of experience in the finance industry.