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Debbie Schaefer
Office Manager/Compliance Coordinator
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Debbie oversees administrative operations and compliance for the company. She also provides one-on-one investment consultations.
Debbie is a graduate of Bryant & Stratton Business College. She has 10 years of investment experience in the retirement plan industry and over 20 years of experience in the financial services industry.
Debbie
holds the FINRA Series 6 Investment Company Products/Variable Contracts Limited Representative, NASAA Series 63 Uniform Securities Agent State Law, NASAA Series 65 Uniform Investment Adviser Law
(held at LPL Financial) and Wisconsin Life Insurance license. Prior to joining Spectrum Investment Advisors, Debbie was an Operations Supervisor with Associated Bank for 12 years. |
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