Thomas
Shide
Spectrum Investment Advisors, Inc
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About this Advisor
Thomas Shide is a chartered financial analyst working in Mequon, Wisconsin, with 2 years of relevant experience. Shide currently works for Spectrum Investment Advisors, Inc. Shide has gained experience at Shade, Valic Financial Advisors, Inc, Spectrum Investment Advisors, Inc and Bank Of America. Shide holds Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is able to operate in Wisconsin. Spectrum Investment Advisors, Inc is an advisory firm that has its headquarters in Mequon, WI. It oversees $590 million in total assets between its 874 accounts, placing it among the bigger firms in the country by assets under management. Of its 874 customer accounts, 40% belong to high-net-worth investors who have at least $1 million in assets. Spectrum Investment Advisors, Inc offers a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Fees for financial management typically depend on the financial services offered. Fees billed by Spectrum Investment Advisors, Inc likely are comprised of any combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Spectrum Investment Advisors, Inc Brokerage Details
$590,280,164
22
874
$675,378
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Thomas Shide Work History
Thomas has been registered as a financial advisor for 2 years.*
Spectrum Investment Advisors, Inc
Bank Of America
Valic Financial Advisors, Inc
Shade
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Thomas Shide 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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