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Financial Advisor
Wisconsin
Mequon
SPECTRUM INVESTMENT ADVISORS, INC.

SPECTRUM INVESTMENT ADVISORS, INC.

Tel: 262-238-4010 6329 West Mequon Road Mequon, Wisconsin 53092

About SPECTRUM INVESTMENT ADVISORS, INC.

SPECTRUM INVESTMENT ADVISORS, INC. is a Mequon, Wisconsin based financial advisory firm with nearly $724,823,216 in assets under management and provides investment advisory services for 986 clients. There are currently 22 financial advisors at the firm.

General Information
Firm CRD#:

108669

Firm SEC#:

801-56966

Assets Under Management:

$724,823,216

No. of Clients:

986

No. of Advisors:

22

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Other (ADVICE ON MATTERS NOT INVOLVING SECURITIES.)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Other (BY PLAN PARTICIPANT FLAT FEES)

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