Spectrum Investment Advisors, Inc.

Financial Services - Mequon, WI, US

Spectrum Investment Advisors, Inc. Employees
Suzanne Weeden

Senior Relationship Manager

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Scott Schwartz

Senior Relationship Manager

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Angie Franzone

Event Coordinator/Communications Editor

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John Miller

Financial Education Advisor

Contact John Miller

Matthew Demet

Partner | Senior Vice President-Business Development

Contact Matthew Demet

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Spectrum Investment Advisors, Inc. Details

Spectrum Investment Advisors, Inc. was incorporated in 1995 as a Registered Investment Adviser registered directly with the SEC. We are built on the premise that achieving your financial goals depends on independent financial advice, timely research, and easy access to the investments and services that best fit your specific needs. Our tagline, "Colors Simplify Investing®", represents the uniqueness of our education process and the ability of communicating with participants from all different industries and backgrounds. Our patented Spectrum Investor® Communication Process uniquely qualifies us to provide retirement consulting services through the use of the simplicity of colors to communicate investing. We have developed our own color-coded communication materials to educate participants and empower them in the selection and ongoing monitoring of their investment options.Registration with the SEC does not imply a certain level of skill or training. SIA does not approve or endorse any third-party communications on this site.

Spectrum Investment Advisors, Inc. logo, Spectrum Investment Advisors, Inc. contact details
Employees: 50 - 99
HQ: 800-242-4735
Location: Mequon, WI, US
Revenue: 20 - 50 Million
Retirement Plan Advisory Services Wealth Management Financial Services Financial Advisory Services
Spectrum Investment Advisors, Inc. Technologies
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Mimecast

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Microsoft Office 365

Hosting

Cloudways

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