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:

Firm Name	Assets Under Management	Total Clients	Total Advisors
ROBERT W. BAIRD & CO. INCORPORATED 777 E. Wisconsin Avenue Milwaukee, WI, 53202-5391	$287,514,955,453	331500	4069
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

Explore More Retirement Advisors in Mequon, Wisconsin

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.