Spectrum Investment Advisors: In The News

 

Spectrum Investment Advisors has been selected as a 2018 Fastest Growing Firms award winner by the Milwaukee Business Journal:

 
 

 

 

 

 

 

Spectrum Building Addition and Surrounding Development:

 

 
 
 

 

 

 

 

 

Spectrum Featured as a Best Place To Work by Money Management :

 

 
 
 

 

 

 

 

 

Spectrum Investment Advisors has been chosen as a finalist for 401(k) Specialist’s 2017 Top Advisor by Participant Outcomes (TAPO) for the month of July:

 
 

 

 

 

 

 

Spectrum Investment Advisors Receives National Nomination for 2016 PLANSPONSOR Retirement Plan Adviser Large Team of the Year:

 
 

 

 

 

 

 

Spectrum has permission to redistribute NAPA's' news release. The NAPA link will take you to the current NAPA 401(k) Summit information.
The 2016 PLANSPONSOR Retirement Plan Adviser Large Team of the Year finalists are advisers who have a majority of business revenue derived from employer-sponsored retirement plans, who serve as a fiduciary, are committed to fee-based compensation and are using outcome-based metrics of plan success with clients. A large team is a practice with 11-25 people (including advisers and support staff. In 2016, Spectrum was one of five finalists in the Large Team category out of 40 companies reviewed by PLANSPONSOR. The rating is not indicative of the advisors’ future performance.

 

The National Association of Plan Advisors (NAPA) 401(k) Advisor Leadership Award recognizes leadership, innovation and contributions to the retirement plan industry with sales, marketing and establishment of 401(k) plans. In 2015, Spectrum was one of 10 finalists selected from a field of 100 participants. Finalists were selected based on acknowledgement of peers and customers, demonstrated expertise in plan design innovations or products, results in terms of plan growth or participant retirement readiness, participation and leadership in industry events and committees, expertise sought by peers, regulators and policy makers. The rating is not indicative of the advisors’ future performance.

 

 

 

 

 

 

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