CRD: 108669
Spectrum Investment Advisors, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-09-1999
- Office Locations
- 1
Office Locations
About Spectrum Investment Advisors, Inc.
Spectrum Investment Advisors is a Mequon, WI–based RIA providing wealth management, retirement plan services, and financial wellness guidance. The firm supports individuals and organizations with planning and portfolio implementation, and emphasizes investor education through articles, calculators, webinars, newsletters, and events. Public filings indicate the practice is custodied at Charles Schwab and primarily invests via public funds and ETFs.
Team overview
Insights
Asset Classes
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JONATHAN JAMES MARSHALL
Chief Compliance Officer, Chief Investment Officer, DIRECTOR, EXECUTIVE VICE PRESIDENT
- CRD
- #4736441
- Ownership
- 50% but less than 75%
JAMES FRANCIS MARSHALL
Chairman, FOUNDER, PARTNER
- CRD
- #1214383
- Ownership
- 10% but less than 25%
Showing 2 of 5 owners & executives
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DANIEL LEE DEDECKER JR
Investment Specialist, Relationship Manager
- CRD
- #6212124
BLAINE T DISRUD
Portfolio Manager
- CRD
- #6239025
Showing 2 of 21 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,055,722,911 | $978,427 |
| Non-Discretionary | $8,838,294 | $803,481 |
| Total | $1,064,561,205 | $976,662 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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