Spectrum Investment Advisors, Inc.
Spectrum Investment Advisors, Inc. (CRD# 108669) is a financial advisory firm headquartered in Mequon, WI. They manage $724,823,216 in 986 accounts and serve the financial needs of clients across 8 states (or territories).
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Total Assets Under Management725MILLION
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Total Number of Accounts986ACCOUNTS
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Average Account Value$735,115
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
FL, GA, IL, MI, NC, NY, TX, WI
Matthew Demet (CRD# 2440471) 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.
James Marshall (CRD# 1214383) is an Investment Advisor Representative working at Spectrum Investment Advisors, Inc. in Mequon, WI and has over 39 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 20 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 12 years of experience in the finance industry.
John Miller (CRD# 6720679) 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.
Paul Minick (CRD# 2813314) is an Investment Advisor Representative working at Spectrum Investment Advisors, Inc. in Mequon, WI and has over 27 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 26 years of experience in the finance industry.
Laura Schnoor (CRD# 1943270) 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.
Scott Schwartz (CRD# 2314442) 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.
Ryan Strankowski (CRD# 6116625) 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.