Michael BurroughsCRD Number: 3098424
Current Firm: Spectrum Investment Advisors, Inc.
Michael Burroughs (CRD# 3098424) is an Investment Advisor Representative working at Spectrum Investment Advisors, Inc. in Mequon, WI and has over 6 years of experience in the finance industry.
Fortress Planning Group
Midland Financial Advisors, Inc.
|Spectrum Investment Advisors, Inc.||Mequon, WI||Dec 2017 - Current||< 1|
|Gwfs Equities, Inc.||Milwaukee, WI||Dec 2015 - Dec 2017||2|
|Advised Assets Group, LLC||Greenwood Village, CO||Oct 2011 - Dec 2017||6|
|Gwfs Equities Inc/great-west Life & Ann Ins Co||Milwaukee, WI||Nov 2007 - Oct 2011||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Feb 2012|
|S63||Uniform Securities State Law Examination||Jan 2016|
Total Assets Under Management135MILLIONS
Total Number of Accounts499ACCOUNTS
Average Account Value$270,610
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
GA, IL, MI, NC, NY, TX, WI
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.