Spectrum Investment Advisors Inc

  • Financial Services
  • Mequon WI
  • 41 employees
  • Financial Services
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Company Overview

Headquarters
6329 W Mequon Rd., Mequon WI
Website
spectruminvestor.com
Phone
(262) 238-4010
Employees
41
Founded in
1995
Industry
Financial Services
NAICS Code
NAICS Code 523 Companies
NAICS Code 5239 Companies
NAICS Code 52393 Companies
NAICS Code 52 Companies
SIC Code
SIC Code 628 Companies
SIC Code 62 Companies
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Financials & Stats

Revenue

$6B

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Company Leadership

James Marshall

Chairman/Founder

Phone Email
Jonathan Marshall

CIO/CCO/Partner

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Cheryl Besaw

Vice President/Partner

Phone Email

Spectrum Investment Advisors Inc Industry Tags

Retirement Plan Advisory Services
Wealth Management
Financial Services
Financial Advisory Services
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Spectrum Investment Advisors Inc Tech Stack

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FAQ

What is the location of Spectrum Investment Advisors Inc's headquarters?
The headquarters of Spectrum Investment Advisors Inc are situated at 6329 W Mequon Rd., Mequon WI
What is Spectrum Investment Advisors Inc's phone number?
Spectrum Investment Advisors Inc's contact number is (262) 238-4010.
What is Spectrum Investment Advisors Inc's official website?
The official website of Spectrum Investment Advisors Inc can be found at spectruminvestor.com.
What is Spectrum Investment Advisors Inc's current revenue?
As of May 2024, Spectrum Investment Advisors Inc's annual revenue reached $6B.
How many employees does Spectrum Investment Advisors Inc currently have?
Spectrum Investment Advisors Inc employs approximately 41+ people as of May 2024
Which industries is Spectrum Investment Advisors Inc primarily operating in?
Spectrum Investment Advisors Inc operates in the following industries: Finance, Credit
Who is the Chairman/Founder of Spectrum Investment Advisors Inc?
Spectrum Investment Advisors Inc's Chairman/Founder is James Marshall
What are Spectrum Investment Advisors Inc's industry tags?
Spectrum Investment Advisors Inc's industry tags include: Retirement Plan Advisory Services, Wealth Management, Financial Services
When was Spectrum Investment Advisors Inc founded?
Spectrum Investment Advisors Inc was founded in 1995.

Employee Directory

Key Employees

Manuel Rosado

President

Phone Email

Wayne Pope

Account Executive

Phone Email

Matthew Demet

Partner | Senior Vice President-Business Development

Phone Email

Donna Allen

Office Manager/Compliance Coordinator

Phone Email

Angelica Niemann

Marketing Manager

Phone Email