Max
Flanagan
Spectrum Investment Advisors, Inc
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About this Advisor
Max Flanagan is a financial advisor based in Mequon, Wisconsin, working with Spectrum Investment Advisors, Inc. Max has previously held positions at Edward Jones, Black Bear Lodge, University Of Wisconsin Whitewater, The Bears Den, Mark Hiller, Business Development Directives, Lpl Financial, LLC, Freedom Wealth Alliance, Charles Schwab & Co., Inc, Charles Schwab Bank Ssb, and Spectrum Investment Advisors, Inc. Max has passed the Series 66 regulatory exam and is registered to provide services in Wisconsin. Currently, Max is part of Spectrum Investment Advisors, Inc, which operates out of Mequon, Wisconsin. The firm has 22 employees and manages assets totaling $724.8 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Spectrum Investment Advisors, Inc includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
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Spectrum Investment Advisors, Inc Brokerage Details
$724,823,216
22
986
$735,115
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Max Flanagan Work History
Spectrum Investment Advisors, Inc
Charles Schwab & Co., Inc
Charles Schwab Bank Ssb
Lpl Financial, LLC
Freedom Wealth Alliance
Edward Jones
Business Development Directives
University Of Wisconsin Whitewater
University Of Wisconsin Whitewater
The Bears Den
Mark Hiller
Black Bear Lodge
Disclosures
Please visit the SEC profile of Max Flanagan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Spectrum Investment Advisors, Inc
Mequon, WI
Mequon, WI
Mequon, WI
Mequon, WI
Mequon, WI
Mequon, WI
Mequon, WI
Mequon, WI
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