Chris Kortendick, CPFC®

Account Executive

Chris is an account executive for the firm, providing one-on-one investment consultations to retirement plan participants. Prior to joining Spectrum Investment Advisors, Chris worked at Fiserv and U.S. Bank as a financial services technology consultant. He earned a Bachelor of Science degree from UW-Madison and holds the Investment Adviser Representative license (Series 65).

Chris is married with two daughters and one grandchild and lives in Whitefish Bay, WI. When not working with clients, Chris enjoys food, wine and traveling.

 

CPFC®, The Certified Personal Finance Counselor® provides professional development and training for those working with consumers in a one-on-one setting.  Certification ensures that individuals have been trained and tested in counseling skills and the fundamentals of personal finance management.
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