SPECTRUM INVESTMENT ADVISORS, INC. of MEQUON, WI is an SEC-registered investment adviser (CRD 108669). Regulatory assets under management: $1.1B.
Compensation: % of AUM, Hourly, Fixed, Other.
Clients served: Individuals, High net worth, Pensions, Charities, Other.
| Name | Role | Location |
|---|---|---|
| Marshall William Rose | OWNER | SAN DIEGO, CA |
| James Francis Marshall | CHAIRMAN, FOUNDER AND PARTNER | — |
| Jonathan James Marshall | EXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER AND DIRECTOR | — |
| Manuel Nmn Rosado | PRESIDENT AND PARTNER | — |
| Matthew Paul Demet | SR. VICE PRESIDENT BUSINESS DEVELOPMENT AND PARTNER | — |
| Brian Eugene White | WEALTH MANAGER AND PARTNER | — |
| MARSHALL RICHARD JAMES | EXECUTIVE VICE PRESIDENT; EXECUTIVE VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER; EXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER AND DIRECTOR (+1 more) | — |
| MARSHALL JAMES FRANCIS | CHAIRMAN, FOUNDER AND PARTNER; PRESIDENT AND TREASURER; PRESIDENT/TREASURER (+2 more) | — |
| CHRISTIANSEN DENNIS ALLEN | VICE PRESIDENT/SECRETARY | — |
| ROSADO MANUEL | SENIOR ACCOUNT EXECUTIVE; VICE PRESIDENT | — |
| LUEDTKE-STOEHR CHERYL ANN | VICE PRESIDENT RELATIONSHIP MANAGEMENT; VICE PRESIDENT RELATIONSHIP MANAGER | — |
| DEMET MATTHEW PAUL | SR. VICE PRESIDENT BUSINESS DEVELOPMENT AND PARTNER; VICE PRESIDENT; VICE PRESIDENT AND PARTNER | — |
| SCHAETZEL JOHN F | ACCOUNT EXECUTIVE | — |
| WHITE BRIAN EUGENE | WEALTH MANAGER; WEALTH MANAGER AND PARTNER | — |
| STOEHR CHERYL A | VICE PRESIDENT RELATIONSHIP MANAGER | — |
| ROSADO MANUEL NMN | PRESIDENT AND PARTNER; VICE PRESIDENT; VICE PRESIDENT AND PARTNER | — |
| SCHAETZEL JOHN FREDERIC | ACCOUNT EXECUTIVE; ACCOUNT EXECUTIVE AND PARTNER | — |
| BESAW CHERYL ANN | VICE PRESIDENT AND PARTNER | — |