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).

Current Firm Details
600 East 96th Street, Suite 130, Indianapolis, IN 46240
https://focusfinancialpartners.com
By the Numbers
  • Total Assets Under Management
    976
    MILLION
  • Total Number of Accounts
    1,263
    ACCOUNTS
  • Average Account Value
    $773,065
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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.

CO, FL, IL, IN, TX

Financial Advisors at Spectrum Wealth Management
Showing 1 - 6 of 6 top financial advisors.
1
Tia Lee, financial advisor Indianapolis IN
Tia M. Lee
CRD#: 6137366
600 East 96th Street, Suite 130, Indianapolis, IN 46240

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.

2
Robert Phillips, financial advisor Indianapolis IN
Robert C. Phillips
CRD#: 4383613
600 East 96th Street, Suite 130, Indianapolis, IN 46240

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.

3
Brian Short, financial advisor Indianapolis IN
Brian L. Short
CRD#: 5972910
600 East 96th Street, Suite 130, Indianapolis, IN 46240

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.

4
Gregory Thompson, financial advisor Indianapolis IN
Gregory R. Thompson
CRD#: 2512514
600 East 96th Street, Suite 130, Indianapolis, IN 46240

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.

5
Leslie Thompson, financial advisor Indianapolis IN
Leslie D. Thompson
CRD#: 4464109
600 East 96th Street, Suite 130, Indianapolis, IN 46240

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.

6
Daniel Meiklejohn, financial advisor Indianapolis IN
Daniel D. Meiklejohn
CRD#: 5813955
600 East 96th Street, Suite 130, Indianapolis, IN 46240

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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