SPECTRUM INVESTMENT ADVISORS, INC.

MEQUON, Wisconsin·7 registered advisors·CRD# 108669
SEC# 801-569660262-238-4010
01

Firm Overview

AUM
$725M
Regulatory assets under management
Employees
22
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: BY PLAN PARTICIPANT FLAT FEES
03

Specialties

Financial PlanningInvestment Management
04

Advisors at SPECTRUM INVESTMENT ADVISORS, INC.

7 registered advisors
Brian Eugene White
MEQUON, Wisconsin
Cheryl Ann Besaw
MEQUON, Wisconsin
James Francis Marshall
MEQUON, Wisconsin
John Frederic Schaetzel
MEQUON, Wisconsin
Jonathan James Marshall
MEQUON, Wisconsin
Manuel Nmn Rosado
MEQUON, Wisconsin
Matthew Paul Demet
MEQUON, Wisconsin
05

Office Locations

MEQUON, Wisconsin
7 advisors

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Data sourced from SEC Form ADV filings. SPECTRUM INVESTMENT ADVISORS, INC. (CRD# 108669) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.