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Paul Kenneth Minick

Spectrum Investment Advisors, Inc.

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About Paul Kenneth Minick

Paul Minick is a registered Investment Advisor Representative with Spectrum Investment Advisors, Inc. based in Mequon, Wisconsin. Paul has a strong background in financial services, having also worked at Chase Securities Inc. in New York, New York. Paul is a Certified Financial Planner and holds Series 63 and 65 licenses. Paul specializes in providing financial planning and investment advisory services to individuals, corporations, and pension and profit-sharing plans.

Firm Information

Paul Minick 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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Paul Minick’s Registration & Firm History

WI

04/01/2019 - Present

Spectrum Investment Advisors, Inc. (MEQUON WI)

NY

12/17/1996 - 05/02/1997

CHASE SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 04/01/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/10/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/26/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Paul Kenneth Minick.
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