Unclaimed
John Albert Miller is an Investment Advisor Representative at Spectrum Investment Advisors, Inc. John has been registered with the state of Wisconsin since December 1, 2016. John is a Series 65 licensed professional and has 1 state exam. John has experience in the financial services industry since March 1989. John also owns and operates JTS Properties, LLC, which is involved in real estate rentals.
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
12/01/2016 - Present
Spectrum Investment Advisors, Inc. (MEQUON WI)
IA
Issued 12/01/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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