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SPECTRUM INVESTMENT ADVISORS, INC.

MEQUON, WI · CRD 108669 · IAPD ↗ · 262-238-4010

$1.06BRegulatory AUM
20Advisory reps
27Employees
109Clients
26-50Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2026 — SPECTRUM INVESTMENT ADVISORS, INC. reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
85
April 2026 — SPECTRUM INVESTMENT ADVISORS, INC. crossed $1B in regulatory AUM ($849.7M -> $1.06B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
61
April 2025 — SPECTRUM INVESTMENT ADVISORS, INC. reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
45
April 2024 — SPECTRUM INVESTMENT ADVISORS, INC. notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.