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Michael William McDonald

Spectrum Investment Advisors, Inc.

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About Michael William McDonald

Michael William McDonald is an Investment Advisor Representative at Spectrum Investment Advisors, Inc.. Michael has been with Spectrum Investment Advisors, Inc. since April 2017 and has been in the financial industry since December 2011. Michael has a Series 63, Series 65, and Series 6 securities licenses. Michael is also a registered Investment Advisor Representative in Wisconsin.

Firm Information

Michael McDonald 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.

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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

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Michael McDonald’s Registration & Firm History

WI

11/28/2012 - Present

Spectrum Investment Advisors, Inc. (MEQUON WI)

WI

12/23/2011 - 10/15/2015

LPL FINANCIAL LLC (MEQUON WI)

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Licenses & Designations

IA

Issued 05/04/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/20/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/15/2015

SIE - Securities Industry Essentials Examination

BC

Issued 12/22/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael William McDonald.
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