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).

By the Numbers
  • Total Assets Under Management
    725
    MILLION
  • Total Number of Accounts
    986
    ACCOUNTS
  • Average Account Value
    $735,115
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Spectrum Investment Advisors, Inc.
Showing 1 - 10 of 15 top financial advisors.
1
Matthew P. Demet
CRD#: 2440471
6329 West Mequon Road, Mequon, WI 53092

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.

2
James F. Marshall
CRD#: 1214383
6329 West Mequon Road, Mequon, WI 53092

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.

3
Jonathan J. Marshall
CRD#: 4736441
6329 West Mequon Road, Mequon, WI 53092

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.

4
Michael W. McDonald
CRD#: 5998644
6329 West Mequon Road, Mequon, WI 53092

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.

5
John A. Miller
CRD#: 6720679
6329 West Mequon Road, Mequon, WI 53092

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.

6
Paul K. Minick
CRD#: 2813314
6329 West Mequon Road, Mequon, WI 53092

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.

7
Manuel N. Rosado
CRD#: 2612199
6329 West Mequon Road, Mequon, WI 53092

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.

8
Laura J. Schnoor
CRD#: 1943270
6329 West Mequon Road, Mequon, WI 53092

Laura Schnoor (CRD# 1943270) 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.

9
Scott A. Schwartz
CRD#: 2314442
6329 West Mequon Road, Mequon, WI 53092

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.

10
Ryan T. Strankowski
CRD#: 6116625
6329 West Mequon Road, Mequon, WI 53092

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.

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