Thomas CFA

Senior Investment Analyst at Spectrum Investment Advisors, Inc. - Mequon, WI, US

Thomas CFA's Colleagues at Spectrum Investment Advisors, Inc.
Suzanne Weeden

Senior Relationship Manager

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Scott Schwartz

Senior Relationship Manager

Contact Scott Schwartz

Angie Franzone

Event Coordinator/Communications Editor

Contact Angie Franzone

John Miller

Financial Education Advisor

Contact John Miller

Matthew Demet

Partner | Senior Vice President-Business Development

Contact Matthew Demet

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Thomas CFA's Contact Details
HQ
800-242-4735
Location
Company
Spectrum Investment Advisors, Inc.
Thomas CFA's Company Details
Spectrum Investment Advisors, Inc. logo, Spectrum Investment Advisors, Inc. contact details

Spectrum Investment Advisors, Inc.

Mequon, WI, US • 50 - 99 Employees
Financial Services

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.

Retirement Plan Advisory Services Wealth Management Financial Services Financial Advisory Services
Details about Spectrum Investment Advisors, Inc.
Frequently Asked Questions about Thomas CFA
Thomas CFA currently works for Spectrum Investment Advisors, Inc.
Thomas CFA's role at Spectrum Investment Advisors, Inc is Senior Investment Analyst.
Thomas CFA's email address is ***@spectruminvestor.com. To view Thomas CFA's full email address, please signup to ConnectPlex.
Thomas CFA works in the Financial Services industry.
Thomas CFA's colleagues at Spectrum Investment Advisors, Inc. are Suzanne Weeden, Brian White, Scott Schwartz, Angie Franzone, John Miller, Matthew Demet, Ryan Strankowski and others.
Thomas CFA's phone number is ["2149122004"]
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