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- Custodian
- Altruist · Merrill Lynch · SSG
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-10-2019
- Office Locations
- 1
Office Locations
About Spectrum AC Advisors, LLC
Spectrum Advisors provides retirement-focused financial planning for individuals and families, emphasizing retirement income strategies, tax and Social Security planning, and legacy considerations alongside diversified, personalized portfolio construction. Led by CFP professionals Mike Reppert (CSA) and David Faulkner (RICP), the firm also authors a retirement planning book and is recognized as part of Ed Slott’s Elite IRA Advisor Group.
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Owner & Executives
CRAIG LINDEN
Chief Compliance Officer, Investment Analyst, Managing Member
- CRD
- #1295280
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,707,313 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,707,313 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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