SPECTRUM INVESTMENT ADVISORS, INC.
CRD #108669 SEC #801-56966 MEQUON, WI 262-238-4010
SEC Registered
Total AUM
$849.7M
Discretionary
$842.4M
Employees
24
Clients
25
Accounts
1,026
Firm Details
- Organization Type
- Corporation
- State of Formation
- Wisconsin
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 27, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BESAW, CHERYL, ANN | I | VICE PRESIDENT AND PARTNER | NA | |
| BESAW, CHERYL, ANN | I | VICE PRESIDENT AND PARTNER | NA | |
| BESAW, CHERYL, ANN | I | VICE PRESIDENT AND PARTNER | NA | |
| BESAW, CHERYL, ANN | I | VICE PRESIDENT AND PARTNER | NA | |
| BESAW, CHERYL, ANN | I | VICE PRESIDENT AND PARTNER | NA | |
| BESAW, CHERYL, ANN | I | VICE PRESIDENT AND PARTNER | NA | |
| BESAW, CHERYL, ANN | I | VICE PRESIDENT AND PARTNER | NA | |
| DEMET, MATTHEW, PAUL | I | VICE PRESIDENT | NA | |
| DEMET, MATTHEW, PAUL | I | VICE PRESIDENT | NA | |
| DEMET, MATTHEW, PAUL | I | VICE PRESIDENT | NA | |
| DEMET, MATTHEW, PAUL | I | VICE PRESIDENT | NA | |
| DEMET, MATTHEW, PAUL | I | VICE PRESIDENT | NA | |
| DEMET, MATTHEW, PAUL | I | VICE PRESIDENT AND PARTNER | NA | |
| DEMET, MATTHEW, PAUL | I | VICE PRESIDENT AND PARTNER | NA | |
| DEMET, MATTHEW, PAUL | I | SR. VICE PRESIDENT BUSINESS DEVELOPMENT AND PARTNER | NA | |
| DEMET, MATTHEW, PAUL | I | SR. VICE PRESIDENT BUSINESS DEVELOPMENT AND PARTNER | NA | |
| DEMET, MATTHEW, PAUL | I | SR. VICE PRESIDENT BUSINESS DEVELOPMENT AND PARTNER | NA | |
| DEMET, MATTHEW, PAUL | I | SR. VICE PRESIDENT BUSINESS DEVELOPMENT AND PARTNER | NA | |
| DEMET, MATTHEW, PAUL | I | SR. VICE PRESIDENT BUSINESS DEVELOPMENT AND PARTNER | NA | |
| LUEDTKE-STOEHR, CHERYL, ANN | I | VICE PRESIDENT RELATIONSHIP MANAGER | NA | |
| LUEDTKE-STOEHR, CHERYL, ANN | I | VICE PRESIDENT RELATIONSHIP MANAGER | NA | Control |
| LUEDTKE-STOEHR, CHERYL, ANN | I | VICE PRESIDENT RELATIONSHIP MANAGER | NA | |
| SCHAETZEL, JOHN, F | I | ACCOUNT EXECUTIVE | NA | |
| SCHAETZEL, JOHN, F | I | ACCOUNT EXECUTIVE | NA | |
| SCHAETZEL, JOHN, F | I | ACCOUNT EXECUTIVE | NA | |
| SCHAETZEL, JOHN, F | I | ACCOUNT EXECUTIVE | NA | |
| SCHAETZEL, JOHN, FREDERIC | I | ACCOUNT EXECUTIVE | NA | |
| SCHAETZEL, JOHN, FREDERIC | I | ACCOUNT EXECUTIVE AND PARTNER | NA | |
| SCHAETZEL, JOHN, FREDERIC | I | ACCOUNT EXECUTIVE AND PARTNER | NA | |
| SCHAETZEL, JOHN, FREDERIC | I | ACCOUNT EXECUTIVE AND PARTNER | NA | |
| SCHAETZEL, JOHN, FREDERIC | I | ACCOUNT EXECUTIVE AND PARTNER | NA | |
| SCHAETZEL, JOHN, FREDERIC | I | ACCOUNT EXECUTIVE AND PARTNER | NA | |
| STOEHR, CHERYL, A | I | VICE PRESIDENT RELATIONSHIP MANAGER | NA | |
| STOEHR, CHERYL, A | I | VICE PRESIDENT RELATIONSHIP MANAGER | NA | |
| STOEHR, CHERYL, A | I | VICE PRESIDENT RELATIONSHIP MANAGER | NA | |
| WHITE, BRIAN, EUGENE | I | WEALTH MANAGER | NA | |
| WHITE, BRIAN, EUGENE | I | WEALTH MANAGER | NA | |
| WHITE, BRIAN, EUGENE | I | WEALTH MANAGER | NA | |
| WHITE, BRIAN, EUGENE | I | WEALTH MANAGER | NA | |
| WHITE, BRIAN, EUGENE | I | WEALTH MANAGER | NA | |
| WHITE, BRIAN, EUGENE | I | WEALTH MANAGER AND PARTNER | NA | |
| WHITE, BRIAN, EUGENE | I | WEALTH MANAGER AND PARTNER | NA | |
| WHITE, BRIAN, EUGENE | I | WEALTH MANAGER AND PARTNER | NA | |
| WHITE, BRIAN, EUGENE | I | WEALTH MANAGER AND PARTNER | NA | |
| WHITE, BRIAN, EUGENE | I | WEALTH MANAGER AND PARTNER | NA | |
| WHITE, BRIAN, EUGENE | I | WEALTH MANAGER AND PARTNER | NA | |
| WHITE, BRIAN, EUGENE | I | WEALTH MANAGER AND PARTNER | NA | |
| WHITE, BRIAN, EUGENE | I | WEALTH MANAGER AND PARTNER | NA | |
| WHITE, BRIAN, EUGENE | I | WEALTH MANAGER AND PARTNER | NA | |
| WHITE, BRIAN, EUGENE | I | WEALTH MANAGER AND PARTNER | NA | |
| WHITE, BRIAN, EUGENE | I | WEALTH MANAGER AND PARTNER | NA | |
| WHITE, BRIAN, EUGENE | I | WEALTH MANAGER AND PARTNER | NA | |
| WHITE, BRIAN, EUGENE | I | WEALTH MANAGER AND PARTNER | NA | |
| WHITE, BRIAN, EUGENE | I | WEALTH MANAGER AND PARTNER | NA | |
| MARSHALL, JAMES, FRANCIS | I | PRESIDENT, TREASURER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MARSHALL, JAMES, FRANCIS | I | PRESIDENT, TREASURER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MARSHALL, JAMES, FRANCIS | I | PRESIDENT AND TREASURER | E | Control |
| MARSHALL, JAMES, FRANCIS | I | PRESIDENT AND TREASURER | E | Control |
| MARSHALL, JAMES, FRANCIS | I | PRESIDENT, TREASURER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MARSHALL, JAMES, FRANCIS | I | PRESIDENT AND TREASURER | E | Control |
| MARSHALL, JAMES, FRANCIS | I | PRESIDENT AND TREASURER | E | Control |
| MARSHALL, JAMES, FRANCIS | I | PRESIDENT AND TREASURER | E | Control |
| MARSHALL, JAMES, FRANCIS | I | PRESIDENT AND TREASURER | E | Control |
| MARSHALL, JAMES, FRANCIS | I | PRESIDENT AND TREASURER | E | Control |
| MARSHALL, JAMES, FRANCIS | I | PRESIDENT AND TREASURER | E | Control |
| MARSHALL, JAMES, FRANCIS | I | PRESIDENT AND TREASURER | E | Control |
| MARSHALL, JAMES, FRANCIS | I | PRESIDENT AND TREASURER | E | Control |
| CHRISTIANSEN, DENNIS, ALLEN | I | VICE PRESIDENT/SECRETARY | D | Control |
| CHRISTIANSEN, DENNIS, ALLEN | I | VICE PRESIDENT/SECRETARY | D | Control |
| MARSHALL, JAMES, FRANCIS | I | PRESIDENT, TREASURER AND CHIEF COMPLIANCE OFFICER | D | Control |
| MARSHALL, JAMES, FRANCIS | I | PRESIDENT, TREASURER AND CHIEF COMPLIANCE OFFICER | D | Control |
| MARSHALL, JAMES, FRANCIS | I | PRESIDENT/TREASURER | D | Control |
| MARSHALL, JAMES, FRANCIS | I | PRESIDENT, TREASURER AND CHIEF COMPLIANCE OFFICER | D | Control |
| MARSHALL, JAMES, FRANCIS | I | PRESIDENT, TREASURER AND CHIEF COMPLIANCE OFFICER | D | Control |
| MARSHALL, JAMES, FRANCIS | I | PRESIDENT/TREASURER | D | Control |
| MARSHALL, JAMES, FRANCIS | I | PRESIDENT, TREASURER AND DIRECTOR | D | Control |
| MARSHALL, JAMES, FRANCIS | I | PRESIDENT, TREASURER AND DIRECTOR | D | Control |
| MARSHALL, JAMES, FRANCIS | I | PRESIDENT, TREASURER AND DIRECTOR | D | Control |
| MARSHALL, JAMES, FRANCIS | I | PRESIDENT, TREASURER AND DIRECTOR | D | Control |
| MARSHALL, JAMES, FRANCIS | I | PRESIDENT, TREASURER AND DIRECTOR | D | Control |
| MARSHALL, JONATHAN, JAMES | I | EXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER AND DIRECTOR | D | Control |
| MARSHALL, JONATHAN, JAMES | I | EXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER AND DIRECTOR | D | Control |
| MARSHALL, JONATHAN, JAMES | I | EXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER AND DIRECTOR | D | Control |
| MARSHALL, JONATHAN, JAMES | I | EXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER AND DIRECTOR | D | Control |
| MARSHALL, JONATHAN, JAMES | I | EXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER AND DIRECTOR | D | Control |
| MARSHALL, JONATHAN, JAMES | I | EXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER AND DIRECTOR | D | Control |
| MARSHALL, JONATHAN, JAMES | I | EXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER AND DIRECTOR | D | Control |
| CHRISTIANSEN, DENNIS, ALLEN | I | VICE PRESIDENT/SECRETARY | C | Control |
| CHRISTIANSEN, DENNIS, ALLEN | I | VICE PRESIDENT/SECRETARY | C | Control |
| CHRISTIANSEN, DENNIS, ALLEN | I | VICE PRESIDENT/SECRETARY | C | Control |
| CHRISTIANSEN, DENNIS, ALLEN | I | VICE PRESIDENT/SECRETARY | C | Control |
| MARSHALL, JAMES, FRANCIS | I | PRESIDENT, TREASURER AND DIRECTOR | C | Control |
| MARSHALL, JAMES, FRANCIS | I | PRESIDENT, TREASURER AND DIRECTOR | C | Control |
| MARSHALL, JAMES, FRANCIS | I | PRESIDENT, TREASURER AND DIRECTOR | C | Control |
| MARSHALL, JAMES, FRANCIS | I | CHAIRMAN, FOUNDER AND PARTNER | C | Control |
| MARSHALL, JAMES, FRANCIS | I | CHAIRMAN, FOUNDER AND PARTNER | C | Control |
| MARSHALL, JAMES, FRANCIS | I | CHAIRMAN, FOUNDER AND PARTNER | C | Control |
| MARSHALL, JAMES, FRANCIS | I | CHAIRMAN, FOUNDER AND PARTNER | C | Control |
| MARSHALL, JAMES, FRANCIS | I | CHAIRMAN, FOUNDER AND PARTNER | C | Control |
| MARSHALL, JONATHAN, JAMES | I | EXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER AND DIRECTOR | C | Control |
| MARSHALL, JONATHAN, JAMES | I | EXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER AND DIRECTOR | C | Control |
| MARSHALL, JONATHAN, JAMES | I | EXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER AND DIRECTOR | C | Control |
| MARSHALL, JONATHAN, JAMES | I | EXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER AND DIRECTOR | C | Control |
| MARSHALL, JONATHAN, JAMES | I | EXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER AND DIRECTOR | C | Control |
| MARSHALL, JONATHAN, JAMES | I | EXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER AND DIRECTOR | C | Control |
| MARSHALL, JONATHAN, JAMES | I | EXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER AND DIRECTOR | C | Control |
| MARSHALL, JONATHAN, JAMES | I | EXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER AND DIRECTOR | C | Control |
| MARSHALL, JONATHAN, JAMES | I | EXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER AND DIRECTOR | C | Control |
| MARSHALL, JONATHAN, JAMES | I | EXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER AND DIRECTOR | C | Control |
| MARSHALL, JONATHAN, JAMES | I | EXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER AND DIRECTOR | C | Control |
| MARSHALL, JONATHAN, JAMES | I | EXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER AND DIRECTOR | C | Control |
| MARSHALL, JONATHAN, JAMES | I | EXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER AND DIRECTOR | C | Control |
| MARSHALL, JAMES, FRANCIS | I | CHAIRMAN, FOUNDER AND PARTNER | B | Control |
| MARSHALL, JAMES, FRANCIS | I | CHAIRMAN, FOUNDER AND PARTNER | B | Control |
| MARSHALL, JAMES, FRANCIS | I | CHAIRMAN, FOUNDER AND PARTNER | B | Control |
| MARSHALL, JAMES, FRANCIS | I | CHAIRMAN, FOUNDER AND PARTNER | B | Control |
| MARSHALL, JAMES, FRANCIS | I | CHAIRMAN, FOUNDER AND PARTNER | B | Control |
| MARSHALL, JAMES, FRANCIS | I | CHAIRMAN, FOUNDER AND PARTNER | B | Control |
| MARSHALL, JAMES, FRANCIS | I | CHAIRMAN, FOUNDER AND PARTNER | B | Control |
| MARSHALL, JONATHAN, JAMES | I | EXECUTIVE VICE PRESIDENT | B | Control |
| MARSHALL, JONATHAN, JAMES | I | EXECUTIVE VICE PRESIDENT | B | Control |
| MARSHALL, JONATHAN, JAMES | I | EXECUTIVE VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | Control |
| MARSHALL, JONATHAN, JAMES | I | EXECUTIVE VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | Control |
| MARSHALL, JONATHAN, JAMES | I | EXECUTIVE VICE PRESIDENT | B | Control |
| MARSHALL, JONATHAN, JAMES | I | EXECUTIVE VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | Control |
| MARSHALL, JONATHAN, JAMES | I | EXECUTIVE VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | Control |
| MARSHALL, JONATHAN, JAMES | I | EXECUTIVE VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | Control |
| MARSHALL, JONATHAN, JAMES | I | EXECUTIVE VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | Control |
| MARSHALL, JONATHAN, JAMES | I | EXECUTIVE VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | Control |
| MARSHALL, JONATHAN, JAMES | I | EXECUTIVE VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | Control |
| MARSHALL, JONATHAN, JAMES | I | EXECUTIVE VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | Control |
| MARSHALL, JONATHAN, JAMES | I | EXECUTIVE VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | Control |
| DEMET, MATTHEW, PAUL | I | SR. VICE PRESIDENT BUSINESS DEVELOPMENT AND PARTNER | A | |
| DEMET, MATTHEW, PAUL | I | SR. VICE PRESIDENT BUSINESS DEVELOPMENT AND PARTNER | A | |
| DEMET, MATTHEW, PAUL | I | SR. VICE PRESIDENT BUSINESS DEVELOPMENT AND PARTNER | A | |
| DEMET, MATTHEW, PAUL | I | SR. VICE PRESIDENT BUSINESS DEVELOPMENT AND PARTNER | A | |
| DEMET, MATTHEW, PAUL | I | SR. VICE PRESIDENT BUSINESS DEVELOPMENT AND PARTNER | A | |
| DEMET, MATTHEW, PAUL | I | SR. VICE PRESIDENT BUSINESS DEVELOPMENT AND PARTNER | A | |
| DEMET, MATTHEW, PAUL | I | SR. VICE PRESIDENT BUSINESS DEVELOPMENT AND PARTNER | A | |
| LUEDTKE-STOEHR, CHERYL, ANN | I | VICE PRESIDENT RELATIONSHIP MANAGER | A | Control |
| LUEDTKE-STOEHR, CHERYL, ANN | I | VICE PRESIDENT RELATIONSHIP MANAGER | A | Control |
| LUEDTKE-STOEHR, CHERYL, ANN | I | VICE PRESIDENT RELATIONSHIP MANAGER | A | Control |
| LUEDTKE-STOEHR, CHERYL, ANN | I | VICE PRESIDENT RELATIONSHIP MANAGER | A | Control |
| LUEDTKE-STOEHR, CHERYL, ANN | I | VICE PRESIDENT RELATIONSHIP MANAGER | A | Control |
| LUEDTKE-STOEHR, CHERYL, ANN | I | VICE PRESIDENT RELATIONSHIP MANAGER | A | Control |
| LUEDTKE-STOEHR, CHERYL, ANN | I | VICE PRESIDENT RELATIONSHIP MANAGER | A | Control |
| LUEDTKE-STOEHR, CHERYL, ANN | I | VICE PRESIDENT RELATIONSHIP MANAGER | A | Control |
| LUEDTKE-STOEHR, CHERYL, ANN | I | VICE PRESIDENT RELATIONSHIP MANAGER | A | Control |
| LUEDTKE-STOEHR, CHERYL, ANN | I | VICE PRESIDENT RELATIONSHIP MANAGER | A | Control |
| LUEDTKE-STOEHR, CHERYL, ANN | I | VICE PRESIDENT RELATIONSHIP MANAGER | A | Control |
| LUEDTKE-STOEHR, CHERYL, ANN | I | VICE PRESIDENT RELATIONSHIP MANAGER | A | Control |
| LUEDTKE-STOEHR, CHERYL, ANN | I | VICE PRESIDENT RELATIONSHIP MANAGER | A | Control |
| MARSHALL, CYNTHIA, ROSE | I | OWNER | A | Control |
| MARSHALL, CYNTHIA, ROSE | I | OWNER | A | Control |
| MARSHALL, CYNTHIA, ROSE | I | OWNER | A | Control |
| MARSHALL, CYNTHIA, ROSE | I | OWNER | A | Control |
| MARSHALL, CYNTHIA, ROSE | I | OWNER | A | Control |
| ROSADO, MANUEL | I | SENIOR ACCOUNT EXECUTIVE | A | Control |
| ROSADO, MANUEL | I | SENIOR ACCOUNT EXECUTIVE | A | Control |
| ROSADO, MANUEL | I | VICE PRESIDENT | A | Control |
| ROSADO, MANUEL | I | VICE PRESIDENT | A | Control |
| ROSADO, MANUEL | I | SENIOR ACCOUNT EXECUTIVE | A | Control |
| ROSADO, MANUEL | I | VICE PRESIDENT | A | Control |
| ROSADO, MANUEL | I | VICE PRESIDENT | A | Control |
| ROSADO, MANUEL | I | VICE PRESIDENT | A | Control |
| ROSADO, MANUEL | I | VICE PRESIDENT | A | |
| ROSADO, MANUEL | I | VICE PRESIDENT | A | Control |
| ROSADO, MANUEL | I | VICE PRESIDENT | A | Control |
| ROSADO, MANUEL | I | VICE PRESIDENT | A | Control |
| ROSADO, MANUEL | I | VICE PRESIDENT | A | Control |
| ROSADO, MANUEL | I | VICE PRESIDENT | A | Control |
| ROSADO, MANUEL | I | VICE PRESIDENT | A | Control |
| ROSADO, MANUEL | I | VICE PRESIDENT | A | |
| ROSADO, MANUEL | I | VICE PRESIDENT | A | |
| ROSADO, MANUEL | I | VICE PRESIDENT | A | |
| ROSADO, MANUEL, NMN | I | VICE PRESIDENT | A | |
| ROSADO, MANUEL, NMN | I | VICE PRESIDENT AND PARTNER | A | |
| ROSADO, MANUEL, NMN | I | VICE PRESIDENT AND PARTNER | A | |
| ROSADO, MANUEL, NMN | I | PRESIDENT AND PARTNER | A | Control |
| ROSADO, MANUEL, NMN | I | PRESIDENT AND PARTNER | A | Control |
| ROSADO, MANUEL, NMN | I | PRESIDENT AND PARTNER | A | Control |
| ROSADO, MANUEL, NMN | I | PRESIDENT AND PARTNER | A | Control |
| ROSADO, MANUEL, NMN | I | PRESIDENT AND PARTNER | A | Control |
| ROSADO, MANUEL, NMN | I | PRESIDENT AND PARTNER | A | Control |
| ROSADO, MANUEL, NMN | I | PRESIDENT AND PARTNER | A | Control |
| ROSADO, MANUEL, NMN | I | PRESIDENT AND PARTNER | A | Control |
| ROSADO, MANUEL, NMN | I | PRESIDENT AND PARTNER | A | Control |
| ROSADO, MANUEL, NMN | I | PRESIDENT AND PARTNER | A | Control |
| ROSADO, MANUEL, NMN | I | PRESIDENT AND PARTNER | A | Control |
| ROSADO, MANUEL, NMN | I | PRESIDENT AND PARTNER | A | Control |
Registrations
Federal
IA
Mar 27, 2025 REGISTERED
Notice Filings (8)
FL GA IL MI NC NY TX WI
Address
6329 WEST MEQUON ROADMEQUON, WI 53092
United States
Phone: 262-238-4010