Spectrum Investment Advisors, INC.

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--> Spectrum Investment Advisors | Financial Advisor | 6329 W Mequon Rd, Mequon, WI, USA top of page 800-242-4735 Disclosures LOGIN AREA Spectrum Investment Advisors Covering the Spectrum of Your Financial Needs Wealth Management Retirement Plans Financial Wellness Spectrum s Core Services At Spectrum Investment Advisors, our core services are built to empower, support, and educate so our clients have the confidence to make informed decisions on their financial journey. Wealth Management Turn financial goals into reality. Holistic planning - Asset management - Income strategies - Rollovers | IRAs - Individual | Family | Trust Retirement Plans Confidently design and manage a powerful plan. ​ Plan design consulting - Fiduciary training - Investment monitoring - 401(k) | 403(b) | 457 - Corporate | Non-Profit Financial Wellness Drive engagement and productivity. Targeted education - Individual advice - Customized action plan - One-on-one meetings - Digital printable resources About the Spectrum Team At Spectrum Investment Advisors, our team is our true differentiator. Our employees are our greatest assets, bringing expertise and a personal touch to everything we do. Their commitment to our clients and passion for financial education ensure you receive the guidance and support you deserve. *$4.2 billion under advisement, $496 million under management as of 12/31/2025 $4.69 Billion in assets as of 12/31/2025* 30 years serving our community MEET THE TEAM ​ Tell me, and I will forget

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