Spectrum Investment Advisors, Inc.

Spectrum Investment Advisors, Inc. Spectrum Investment Advisors, Inc. is a Registered Investment Adviser specializing in Retirement Plan Advisory Services and Private Wealth Management

was incorporated in 1995 as a Registered Investment Adviser (RIA) registered directly with the SEC. We are built on the premise that achieving your financial goals depends on unbiased financial advice, timely research, and easy access to the investments and services that best fit your specific needs. Our tagline, “Colors Simplify Investing®”, represents the uniqueness of our education process and

the ability of communicating with participants from all different industries and backgrounds. Our patented Spectrum Investor® Communication Process uniquely qualifies us to provide retirement consulting services through the use of the simplicity of colors to communicate investing. We have developed our own color-coded communication materials to educate participants and empower them in the selection and ongoing monitoring of their investment options.

We’re honored to share that Spectrum Investment Advisors has once again been recognized as one of the Milwaukee Business...
07/13/2026

We’re honored to share that Spectrum Investment Advisors has once again been recognized as one of the Milwaukee Business Journal's 2026 Best Places to Work!

This recognition is especially meaningful because it reflects the incredible culture our team has built together. Every day, our employees bring passion, collaboration, integrity, and a genuine commitment to serving our clients and supporting one another.

07/04/2026

Happy 250th birthday America! A remarkable milestone honoring the vision, sacrifice, and enduring spirit that shapes our nation.

As we pause to recognize the freedoms we enjoy today, which we were made possible by generations of Americans who answered the call to serve. We are especially grateful for the veterans, active-duty military members, first responders, and their families whose courage and commitment continue to protect the ideals our country was founded upon.

These principles guide our work every day as we help individuals, families, and business owners plan for the future with confidence while remaining committed to giving back to the communities we all call home.

From all of us at Spectrum Investment Advisors, Happy Independence Day!

Please join us in celebrating our very own Ambassador, Jim Marshall, for being honored as the 2026 MT Foundation Pillar ...
06/05/2026

Please join us in celebrating our very own Ambassador, Jim Marshall, for being honored as the 2026 MT Foundation Pillar of the Community! Jim embodies the spirit of generosity, and his life's journey—a true testament to the American Dream—inspires our team every day.

We are so proud of the heart he pours into our community and the positive change he continues to ignite.

Press Release -> https://www.prnewswire.com/news-releases/2026-pillars-of-the-community-award-recipient-james-f-marshall-302773670.html?tc=eml_cleartime

Happy National 529 Day! Today is National College Savings Plan Day—an important reminder that the best time to start bui...
05/29/2026

Happy National 529 Day! Today is National College Savings Plan Day—an important reminder that the best time to start building a foundation for the next generation's dreams is today.

Education is one of the greatest investments we can make, and 529 plans offer a flexible, tax-advantaged path to help families.

#529

Join us for Spectrum Investment Advisors’ 21st Annual Retirement Plan Seminar on June 17th at the Brookfield Conference ...
05/28/2026

Join us for Spectrum Investment Advisors’ 21st Annual Retirement Plan Seminar on June 17th at the Brookfield Conference Center!

Featured Closing Speaker:
Robert Darling | Retired Marine Corps Lt. Col.
“Real Lessons in Crisis Leadership & Decision Making”

On September 11, 2001, Lt. Col. Robert Darling was inside the White House bunker as the attacks unfolded. Hear firsthand lessons on crisis leadership and decision-making during one of the most pivotal days in U.S. history.

Reserve your spot today -> https://www.spectruminvestor.com/event-details/21st-annual-retirement-plan-seminar

This Memorial Day, we pause to honor and remember the brave men and women who made the ultimate sacrifice for our countr...
05/25/2026

This Memorial Day, we pause to honor and remember the brave men and women who made the ultimate sacrifice for our country. Their courage, service, and dedication will never be forgotten.

As we spend time with family and friends today, may we also reflect with gratitude on the freedoms we enjoy because of those who served.

From all of us at Spectrum Investment Advisors, we wish you a meaningful and safe Memorial Day.

Join us for our 21st Annual Retirement Plan Seminar on June 17 at the Brookfield Conference Center. Reserve your spot to...
05/13/2026

Join us for our 21st Annual Retirement Plan Seminar on June 17 at the Brookfield Conference Center.

Reserve your spot today → https://www.spectruminvestor.com/event-details/21st-annual-retirement-plan-seminar

Earn four free continuing education credits in this half-day seminar designed for retirement plan professionals. Gain valuable insights into current retirement plan trends, stay ahead with an economic and financial markets review, and enhance your fiduciary oversight with prudent practices for plan committees.

Address

6329 W Mequon Road
Mequon, WI
53092

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Website

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