Unclaimed Profile

Brian Eugene White

SPECTRUM INVESTMENT ADVISORS, INC.·MEQUON, Wisconsin

SIE, Series 7, Series 9, Series 10, Series 63, Series 66CFPClean record23 years registeredSPECTRUM 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. · 23 years registered

Brand Profile

Not yet started

Career History

SPECTRUM INVESTMENT ADVISORS, INC.

Jan 2008 – present

AMERIVEST INVESTMENT MANAGEMENT, LLC

May 2006 – Oct 2007

MILWAUKEE, WI

TD AMERITRADE, INC.

Jun 2004 – Oct 2007

MILWAUKEE, WI

TD WATERHOUSE INVESTOR SERVICES, INC.

Jun 2003 – Jun 2003

MILWAUKEE, WI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 63

Series 66

Registration record

First registered · June 11, 2003

Years registered · 23

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SPECTRUM INVESTMENT ADVISORS, INC.

CRD 108669 · SEC 801-56966

AUM

$725M

Regulatory assets under management

Employees

986 client accounts

Services offered by SPECTRUM INVESTMENT ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SPECTRUM INVESTMENT ADVISORS, INC. →

Introduction

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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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

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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