SPECTRUM INVESTMENT ADVISORS, INC.

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

About SPECTRUM INVESTMENT ADVISORS, INC.

SPECTRUM INVESTMENT ADVISORS, INC, formally registered with the SEC as SPECTRUM INVESTMENT ADVISORS, INC. The firm was established in 11/09/1999. They have over 1 offices throughout the country.

SPECTRUM INVESTMENT ADVISORS, INC. is a Mequon, Wisconsin based Financial Planning firm with nearly $724,823,216 assets under management, offering retirement planning & investment advisory services to 986 clients. The firm is staffed with 22 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	108669
SEC#	801-56966
Assets Managed by Firm	$724,823,216
No. of Clients	986
No. of Advisors	22

Fee Structure

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

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.)

Firm Client Information

	No. of Clients	AUM
Firm Total	986	$724,823,216
Individuals (other than high net worth individuals)	159	$40,850,693
High net worth individuals	210	$304,242,625
Pension and profit sharing plans	33	$369,307,408
Corporations or other businesses	13	$10,422,490

More Retirement Planning firms in Mequon, Wisconsin:

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NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 720 East Wisconsin Avenue Milwaukee, WI, 53202-4797	$281,345,911,200	25	260
ARTISAN PARTNERS LIMITED PARTNERSHIP 875 East Wisconsin Avenue, Suite 800 Milwaukee, WI, 53202	$151,331,807,781	259	503
TRUSTAGE INVESTMENT MANAGEMENT 5910 Mineral Point Rd Madison, WI, 53705	$35,460,961,000	350	64
MASON STREET ADVISORS, LLC 720 East Wisconsin Avenue Milwaukee, WI, 53202-4797	$28,558,864,166	31	14
FIDUCIARY MANAGEMENT, INC. 790 N. Water Street, Suite 2100 Milwaukee, WI, 53202	$14,936,427,714	769	26

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