Elizabeth Tesch Walter

Employer firm

Spectrum Investment Advisors, Inc. CRD 108669

$1.06B regulatory AUM 109 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• ADVICE ON MATTERS NOT INVOLVING SECURITIES.

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2018 → Present
  Spectrum Investment Advisors, Inc.
  Mequon, WI
• 05/2012 → 10/2016
  Eastbrook Academy, Inc.
  Milwaukee, WI
• 10/2016 → 02/2017
  Whitefish Bay Schools
  Whitefish Bay, WI
• 03/2017 → 01/2018
  Us Bancorp Fund Services, Llc (Consultant Through Kforce)
  Milwaukee, WI

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-02-28
• S63 Uniform Securities Agent State Law Examination
  1991-06-03

Other Names

• Elizabeth Mary Plale
• Elizabeth Mary Plale
• Elizabeth Mary Tesch