Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Walter is an investment advisor representative with Spectrum Investment Advisors, Inc. Elizabeth Walter has been in the industry since 12/9/1991. Elizabeth Walter is registered with the state of Wisconsin and has passed the Series 6, Series 63, and Series 65 exams. Elizabeth Walter is associated with Spectrum Investment Advisors, Inc. in Mequon, Wisconsin.
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
1
2
WI
02/28/2018 - Present
Spectrum Investment Advisors, Inc. (MEQUON WI)
WI
12/09/1991 - 12/31/2004
STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)
IA
Issued 02/28/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/03/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/05/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Elizabeth Walter is the right advisor for you? Invested Better is here to help.
