Tricia Colleen Sendelbach

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

• 10/2015 → 01/2025
  Oneamerica Retirement Services
  Milwaukee, WI
• 10/2015 → 01/2025
  Oneamerica Securities
  Milwaukee, WI
• 01/2025 → 06/2026
  Voya Financial Partners, Llc
  Franksville, WI
• 01/2025 → 06/2026
  Voya
  Franksville, WI
• 07/2026 → Present
  Spectrum Investment Advisors, Inc.
  Mequon, WI

Previous Registrations

• 2025-02-19 → 2026-06-05
  Voya Retirement Advisors, Llc
  Windsor, CT
  Franksville, WI
• 2015-10-02 → 2025-02-08
  Oneamerica Securities, Inc.
  Milwaukee, WI
  Indianapolis, IN
• 2012-08-01 → 2014-01-13
  Bmo Harris Financial Advisors, Inc.
  Brookfield, WI
• 2006-03-24 → 2012-08-01
  M&I Financial Advisors, Inc
  Milwaukee, WI
  Brookfield, WI
• 2010-04-28 → 2012-04-18
  M&I Investment Management Corp.
  Milwaukee, WI

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-06-02
• S63 Uniform Securities Agent State Law Examination
  2004-10-15

Other Names

• Tricia Colleen Oldenburg