Unclaimed Profile

Brian Eugene White

SPECTRUM INVESTMENT ADVISORS, INC.·MEQUON, Wisconsin

Clean recordSPECTRUM INVESTMENT ADVISORS, INC.

6329 WEST MEQUON ROAD, MEQUON, WI 53092CRD# 4162350Firm CRD# 108669

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brian Eugene White · MEQUON, WI

Registration

CRD #4162350 · SPECTRUM INVESTMENT ADVISORS, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Brian Eugene White is a registered financial advisor based in MEQUON, Wisconsin, affiliated with SPECTRUM INVESTMENT ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

SPECTRUM INVESTMENT ADVISORS, INC.

AUM

$725M

Regulatory assets under management

Employees

Total firm employees

View all advisors at SPECTRUM INVESTMENT ADVISORS, INC. →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Other: BY PLAN PARTICIPANT FLAT FEES

Regulatory

SEC/IARD CRD# 4162350

Firm CRD# 108669

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Brian Eugene White offer?

Brian Eugene White specializes in Financial Planning, Investment Management. Contact their office in MEQUON, Wisconsin for a consultation.

What are Brian Eugene White's credentials?

Brian Eugene White is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brian Eugene White located?

Brian Eugene White is based in MEQUON, Wisconsin, working with SPECTRUM INVESTMENT ADVISORS, INC.. Their office serves clients in the MEQUON metropolitan area and surrounding communities.

How does Brian Eugene White charge for services?

Brian Eugene White's firm is compensated through percentage of aum, hourly charges, subscription fees, other: by plan participant flat fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SPECTRUM INVESTMENT ADVISORS, INC.?

SPECTRUM INVESTMENT ADVISORS, INC. has approximately 22 employees and manages $725M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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