About Spectrum Investment Advisors
Our People Make the Difference
The Spectrum Team is committed to building long-term relationships founded on trust and understanding. We are dedicated to making a positive impact within our community and those that participate in it. That means engaging at every level and understanding the real wants and needs of those we advise.
Guiding Principles
Our values drive everything we do. At Spectrum Investment Advisors, our guiding principles reflect our commitment to integrity, innovation, and client success. These core values influence how we operate, make decisions, and help our clients reach their financial goals.
We Are Understanding
By involving and connecting with clients, partners, and colleagues at a deeper level
We Live Balanced Lives
By being fully present at work and at home
We Are
Engaging
By delivering a fulfilling experience and thinking more like a partner than a provider
We Function
as a Team
By collaborating, trusting each other, and helping others succeed to achieve more
We Are Passionate
By approaching daily work with energy and enthusiasm to make a positive impact in people's lives
We Give
Back
By getting involved in our community and making it a better place to live and work
We Act With Integrity
By putting clients
first and being guided by strong ethical principles
We
Celebrate
By enjoying the ride, honoring accomplishments, and letting happiness shine through
We Are Accountable
By acting as a fiduciary, leading by example, keeping everyone informed, delivering results, and embracing growth
We Think
Long-Term
By stewarding resources and making thoughtful decisions that will benefit future generations
Meet the Spectrum Team
Our talented team is the heart of Spectrum Investment Advisors. Each member brings unique expertise and dedication to our clients' success. Explore their full bios and learn how their experience can support your financial journey.
Spectrum’s History
From the quality of our workplace to the depth of our track record, we’ve been honored with a wide range of prestigious awards and recognitions. We’re extremely proud of each and every one, but the most important recognition of all is the loyalty of our clients.
Awards & Recognition
From the quality of our workplace to the depth of our track record, we’ve been honored with a wide range of prestigious awards and recognitions. We’re extremely proud of each and every one, but the most important recognition of all is the loyalty of our clients.
Industry Leaders
We are recognized as industry leaders for our work in the board room and break room. These awards reflect our dedication to setting high standards that benefit our clients.
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Spectrum was named a 2024 Top DC Advisor Team by the National Association of Plan Advisors (NAPA) on March 18, 2024. The award is based on self reported assets under advisement as of December 31, 2023.*
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Spectrum was named a 2023 Top Retirement Planning Services Provider in February 2023. These awards were based on data from 2022 respectively.*
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Emily Zimmerman and Suzanne Weeden were named 2024 Top Women of Excellence by the National Association of Plan Advisors (NAPA). The award was given on October 18, 2024, and based on contributions to the retirement industry in the year 2024. The results were based on a nomination and voting process.*
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Manuel Rosado was recognized by Titan CEO as one of Wisconsin’s Top 100 CEO’s & C-level executives on October 16, 2023.*
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*Spectrum paid a licensing fee for use of this designation and logo.
Great Place to Work
Our award-winning workplace culture isn't just about us, it's about the ripple effect it creates for our clients. A collaborative, happy team enables us to serve our clients better and help them reach their goals.
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Spectrum was named a 2024 Best Places to Work for Financial Advisers by InvestmentNews February 28, 2024 and was also recognized for this on achievement in 2020, 2022, & 2023. These awards were based on data from 2022 and 2023 respectively.*
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Spectrum was named a winner by the National Association for Business Resources for the 2024 Milwaukee’s Best and Brightest Companies to Work For® on March 14, 2024. Responses to the survey were based on the time period of June 11, 2023 through December 20, 2023. *
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Spectrum was named a 2024 Best Places to Work for Financial Advisers by InvestmentNews February 28, 2024 and was also recognized for this on achievement in 2020, 2022, & 2023. These awards were based on data from 2022 and 2023 respectively.*
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MBJ Award: Spectrum was named a 2024 Milwaukee-Area Investment Management Firms in December 2024. These awards were based on data from 2024 respectively.*
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Best & Brightest Award: Spectrum was named a winner by the National Association for Business Resources for the 2025 Milwaukee’s Best and Brightest Companies to Work For® on December 13, 2024. Responses to the survey were based on the time period of June 11, 2024 through December 1, 2024.*
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Spectrum was named a Best Place to Work in Money Management for 2022 by Pensions & Investments (P&I). The rating was awarded on December 12, 2022 and previously on December 6, 2021, December 2, 2020, December 9, 2019 and December 4, 2017. The recognition is based on data from 2022, 2021, 2020, 2019 and 2017 respectively.*
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*Spectrum paid a licensing fee for use of this designation and logo.
Spectrum in the Community
At Spectrum, our guiding principle, We Give Back, drives us to actively support our community. Through volunteering, partnering with local charities, and participating in community events, we strive to make our community a better place to live and work. Giving back isn’t just what we do—it’s who we are.
