James F. Marshall
Jim is the principal and founder of Spectrum Investment Advisors. Jim has over 40 years of experience in the retirement plan industry. He has built Spectrum Investment Advisors with the core idea of using colors to simplify investing. His firm has a patent on the color-coded process since 2010 with a focus on retirement plans and wealth management clients. Spectrum was selected as the 2015 Business of the Year by the Mequon/Thiensville Chamber of Commerce, of which Jim served as president in 2016. He is a graduate of the University of Wisconsin-Oshkosh with a degree in Economics. Jim holds the Investment Adviser Representative license (Series 65). He is a member of both The National Association of Plan Advisors (NAPA) and Wisconsin Retirement Plan Professionals Ltd.
Jim is married with two children and lives in Germantown, WI. Jim’s wife Peggy is a retired reading specialist. His daughter Cindy has over 10 years’ experience in the financial service industry, and his son Jon has been in the retirement plan industry with Spectrum since 2003. Outside of work, Jim enjoys golfing, downhill skiing, and reading.