Spectrum Wealth Management
Spectrum Wealth Management (CRD# 323651) is a financial advisory firm headquartered in Indianapolis, IN. They manage $976,381,669 in 1,263 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management976MILLION
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Total Number of Accounts1,263ACCOUNTS
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Average Account Value$773,065
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
CO, FL, IL, IN, TX
Tia Lee (CRD# 6137366) is an Investment Advisor Representative working at Spectrum Wealth Management in Indianapolis, IN and has 1 year of experience in the finance industry.
Robert Phillips (CRD# 4383613) is an Investment Advisor Representative working at Spectrum Wealth Management in Indianapolis, IN and has over 22 years of experience in the finance industry.
Brian Short (CRD# 5972910) is an Investment Advisor Representative working at Spectrum Wealth Management in Indianapolis, IN and has over 11 years of experience in the finance industry.
Gregory Thompson (CRD# 2512514) is an Investment Advisor Representative working at Spectrum Wealth Management in Indianapolis, IN and has over 29 years of experience in the finance industry.
Leslie Thompson (CRD# 4464109) is an Investment Advisor Representative working at Spectrum Wealth Management in Indianapolis, IN and has over 25 years of experience in the finance industry.
Daniel Meiklejohn (CRD# 5813955) is an Investment Advisor Representative working at Spectrum Wealth Management in Indianapolis, IN and has over 13 years of experience in the finance industry.