Best Investors Account Sign in
Inactive

Michael William Mcdonald

Spectrum Investment Advisors, Inc.

Mequon, WI

Claim This Profile
Current Employers
Spectrum Investment Advisors, Inc.

6329 West Mequon Road, Mequon, WI 53092 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2012-11-28
  • WI RA
    APPROVED
    Since 2012-11-28

Branch Locations

6329 West Mequon Road, Mequon, WI 53092 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Spectrum Investment Advisors, Inc. Mequon WI 11/2011 04/2017
Spectrum Investment Advisors, Inc. Mequon WI 04/2017 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-05-04
S63 Uniform Securities Agent State Law Examination 2012-01-20
  • S65 Uniform Investment Adviser Law Examination
    2012-05-04
  • S63 Uniform Securities Agent State Law Examination
    2012-01-20
Other Names
  • Mcdonald Michael
  • Mcdonald William Michael

View on SEC IAPD

Other Firms

STIFEL, NICOLAUS & COMPANY, INCORPORATED
LPL FINANCIAL LLC
CHARLES SCHWAB & CO., INC.
OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
REINHART PARTNERS, LLC
MADISON INVESTMENT ADVISORS, LLC

Other Investors

WAYNE SPENCER FRANK
MELINDA AGNES WACKER
Blake Jalovec
WILLIAM GERARD MORSE
JUDITH K SCHULTZ
MICHAEL ALAN KRAMER
DANIEL JAY AIKEN
ANDREW MICHAEL WIZIARDE

Other Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · MEQUON, WI
LPL FINANCIAL LLC · MEQUON, WI
CHARLES SCHWAB & CO., INC. · Mequon, WI
OSAIC WEALTH, INC. · MEQUON, WI
AMERIPRISE FINANCIAL SERVICES, LLC · Mequon, WI
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · MEQUON, WI
REINHART PARTNERS, LLC · MEQUON, WI
MADISON INVESTMENT ADVISORS, LLC · MEQUON, WI

More in Mequon, WI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor