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
Elizabeth Walter (CRD# 2132584) is an Investment Advisor Representative working at Spectrum Investment Advisors, Inc. in Mequon, WI and has over 32 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 23 years of experience in the finance industry.
Brian White (CRD# 4162350) is an Investment Advisor Representative working at Spectrum Investment Advisors, Inc. in Mequon, WI and has over 23 years of experience in the finance industry.
Daniel Dedecker (CRD# 6212124) is an Investment Advisor Representative working at Spectrum Investment Advisors, Inc. in Mequon, WI and has over 3 years of experience in the finance industry.
Jonathon Jesse (CRD# 7483238) is an Investment Advisor Representative working at Spectrum Investment Advisors, Inc. in Mequon, WI and has 1 year of experience in the finance industry.