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Financial ADVSR advisor directory · SEC adviser records

Spectrum Investment Advisors, Inc. financial advisors in Mequon, WI

Every SEC-registered investment adviser representative at a Spectrum Investment Advisors, Inc. office in Mequon, A to Z.

The short answer

21 registered advisors work at Spectrum Investment Advisors, Inc. in Mequon, out of 21 at the firm nationwide; it ranks number 2 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Spectrum Investment Advisors, Inc. advisors in Mequon, A to Z

Every Spectrum Investment Advisors, Inc. advisor →

Spectrum Investment Advisors, Inc. advisors in every city and state →Spectrum Investment Advisors, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Mequon

All Mequon advisors →

Robert W. Baird & Co. Incorporated 26Stifel, Nicolaus & Company, Incorporated 18Morgan Stanley 17RBC Capital Markets, LLC 15Richmond Investment Services LLC 11Lido 10LPL Financial LLC 8Charles Schwab & Co., Inc. 7Northwestern Mutual Investment Services, LLC 7Reinhart Partners, LLC 6Merrill Lynch, Pierce, Fenner & Smith Incorporated 5Raymond James Financial Services Advisors, Inc. 5

Questions

How many financial advisors does Spectrum Investment Advisors, Inc. have in Mequon?

21 investment adviser representatives are registered at Spectrum Investment Advisors, Inc. offices in Mequon, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 21 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Spectrum Investment Advisors, Inc. one of the largest advisor employers in Mequon?

Spectrum Investment Advisors, Inc. ranks number 2 in Mequon by registered advisors; Robert W. Baird & Co. Incorporated has the most, with 26.

How do I check a Spectrum Investment Advisors, Inc. advisor in Mequon?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Spectrum Investment Advisors, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.