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- Custodian
- Charles Schwab & Company · Millennium Trust · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-01-1999
- Office Locations
- 1
Office Locations
About Spectrum Advisors, Inc.
Spectrum Advisors is a Plano, TX RIA focused on helping pre-retirees and retirees build and manage comprehensive retirement plans, including retirement income, tax-aware strategies, Social Security decisions, and legacy planning. Led by CFP professionals (including a RICP and CSA), the team is part of Ed Slott's Elite IRA Advisor Group and publishes retirement planning education, implementing portfolios that commonly use ETFs and mutual funds.
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Client Personas
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Investment Themes
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Owner & Executives
Jon Michael Reppert
President
- CRD
- #1474315
- Ownership
- 50% but less than 75%
David R Faulkner
Partner
- CRD
- #4490886
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
Unlock allContacts
KARINA ROBIN KINGMAN
--
- CRD
- #6461115
NICHOLAS PAUL LEHMAN
--
- CRD
- #6392465
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $160,000,000 | $179,775 |
| Non-Discretionary | $0 | -- |
| Total | $160,000,000 | $179,775 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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