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Wealth Manager and Partner · Spectrum Investment Advisors, Inc.

Brian E. White

CRD 4162350 · Named on Form ADV at one SEC-registered adviser

At a glance

Spectrum Investment Advisors, Inc., an SEC-registered asset manager based in Mequon, WI with $1.1 billion in regulatory assets, lists Brian E. White on its Form ADV as Wealth Manager and Partner.

Firms and roles

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Brian’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • James F. MarshallChairman, Founder and Partner, Spectrum Investment Advisors, Inc.
  • Jonathan J. MarshallExecutive Vice President, Chief Compliance Officer, Chief Investment Officer and Director, Spectrum Investment Advisors, Inc.
  • Manuel N. RosadoPresident and Partner, Spectrum Investment Advisors, Inc.
  • Matthew P. DemetSR. Vice President Business Development and Partner, Spectrum Investment Advisors, Inc.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brian’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.