linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Matthew Paul Demet

Spectrum Investment Advisors, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Matthew? Claim Your Profile

About Matthew Paul Demet

Matthew Paul Demet is an Investment Advisor Representative at Spectrum Investment Advisors, Inc. He has been in the financial services industry since 1994 and has a strong background in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions. Matthew Paul Demet is dedicated to providing personalized financial guidance to help clients achieve their financial goals. He is also registered with the state of Wisconsin. Matthew Paul Demet's previous experience includes working for LPL FINANCIAL LLC and M&I BROKERAGE SERVICES, INC..

Firm Information

Matthew Demet is currently registered with Spectrum Investment Advisors, Inc.. 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

fixed fees

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

check

percentage of assets

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

check

other

By plan participant flat fees

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Matthew Demet’s Registration & Firm History

WI

07/01/2013 - Present

Spectrum Investment Advisors, Inc. (MEQUON WI)

WI

06/05/2013 - 10/15/2015

LPL FINANCIAL LLC (MEQUON WI)

WI

01/19/1994 - 08/18/1999

M&I BROKERAGE SERVICES, INC. (MILWAUKEE WI)

Not sure if Matthew Paul Demet is right for you?

Licenses & Designations

IA

Issued 06/22/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/07/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/15/2015

SIE - Securities Industry Essentials Examination

BC

Issued 06/04/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Paul Demet.
Not sure if Matthew Paul Demet is right for you?