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Spectrum Investment Advisors, Inc.

Headquartered in MEQUON, WI

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Firm Information

Spectrum Investment Advisors, Inc. is a registered investment advisor headquartered in Mequon, Wisconsin. They manage over $724 million in assets for a variety of clients, including individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and individuals other than high-net-worth individuals. They offer a range of advisory services, including financial planning, pension consulting, and portfolio management for individuals. They are also licensed to provide advice on matters not involving securities.

Spectrum Investment Advisors, Inc.

6329 WEST MEQUON ROAD

MEQUON, WI 53092

$724.82M

Assets Under Management

104

Total Clients

17

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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advice on matters not involving securities.

Advice on matters not involving securities.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

By plan participant flat fees

Branch Locations (1)

SPECTRUM INVESTMENT ADVISORS, INC. has a total of 1 branch locations across the country.
location

MEQUON, WI

Advisors at Spectrum Investment Advisors, Inc.

View All 17 Advisors
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James Francis Marshall

RA

MEQUON, WI

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Elizabeth Tesch Walter

RA

MEQUON, WI

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Laura Joan kokes Schnoor

RA

MEQUON, WI

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Suzanne Marie Weeden

RA

MEQUON, WI

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Ryan T Strankowski

RA

MEQUON, WI

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Scott Alan Schwartz

RA

MEQUON, WI

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Daniel Lee Dedecker

RA

MEQUON, WI

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Blaine T Disrud

CFA®, RA

MEQUON, WI

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Disclosures

There are no public disclosures for Spectrum Investment Advisors, Inc..

Frequently Asked Questions (10)

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