Unclaimed
Daniel Lee Dedecker is an Investment Advisor Representative at Spectrum Investment Advisors, Inc. Daniel has been in the industry since June 2014 and has been with Spectrum Investment Advisors, Inc. since March 2020. Daniel is registered with the state of Wisconsin and holds the Series 65 license. Daniel specializes in providing financial planning, pension consulting, and portfolio management for individuals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advice on matters not involving securities.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
By plan participant flat fees
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WI
06/18/2020 - Present
Spectrum Investment Advisors, Inc. (MEQUON WI)
IA
Issued 05/30/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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