Spectrum Investment Advisors Inc
Legal Name: SPECTRUM INVESTMENT ADVISORS, INC.
Full Contact Details
Spectrum Investment Advisors Inc
6329 WEST MEQUON ROAD, MEQUON, WI
262-238-4010
262-512-2704
Other Info
Spectrum Investment Advisors, Inc. is a registered investment advisory firm with a team of 20 professionals dedicated to providing financial advice to its 125 clients. The firm has been operating in Wisconsin since 1999 and has an approved SEC registration status as of November 9, 1999. With 24 employees in total, Spectrum is committed to delivering financial planning and investment management services to help clients achieve their goals.
800-242-4735Disclosures Home - Spectrum Investment Advisors Skip to content Main Menu IndividualCorporateAboutMenu Toggle Team Press & Awards ResourcesMenu Toggle Newsletters Guides Webinars Events Calculators Contact LOGIN AREALOGIN AREA INVESTMENT ADVICE BASED ON TRUST We take our business persona…
Direct Owners
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BRIAN EUGENE WHITE
WEALTH MANAGER AND PARTNER owns less than 5%
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CHERYL ANN BESAW
VICE PRESIDENT AND PARTNER owns less than 5%
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JAMES FRANCIS MARSHALL
CHAIRMAN, FOUNDER AND PARTNER owns more than 25% but less than 50%
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JOHN FREDERIC SCHAETZEL
ACCOUNT EXECUTIVE AND PARTNER owns less than 5%
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JONATHAN JAMES MARSHALL
EXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER AND DIRECTOR owns more than 25% but less than 50%
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MANUEL NMN ROSADO
PRESIDENT AND PARTNER owns more than 5% but less than 10%
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MATTHEW PAUL DEMET
SR. VICE PRESIDENT BUSINESS DEVELOPMENT AND PARTNER owns less than 5%