# SPECTRUM INVESTMENT ADVISORS, INC.

SPECTRUM INVESTMENT ADVISORS, INC. of MEQUON, WI is an SEC-registered investment adviser.

## Registration

- CRD: 108669
- Type: SEC-registered investment adviser
- SEC file number: 801-56966
- Location: 6329 WEST MEQUON ROAD, MEQUON, WI, 53092
- Phone: 262-238-4010
- Latest filing: 2026-03-23
- Regulatory AUM: $1.1B
- Discretionary AUM: $1.1B
- Non-discretionary AUM: $8.8M
- Clients: 27
- Accounts: 1,090

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Pensions, Charities, Other

## Officers, owners & control persons (18)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/108669/brochure
- Similar advisers: https://search.stillhousedata.com/firm/108669/similar
- Related entities: https://search.stillhousedata.com/firm/108669/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/108669

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.