Education & Certifications
BA - Economics, UW-Oshkosh
Investment Adviser Representative License (Series 65)
Organization Involvement
President of OED
Jim Marshall
Chairman/Founder
Jim, founder and driving force behind Spectrum Investment Advisors, brings over 50 years of retirement plan industry experience. His innovative spirit led him to develop a revolutionary investment approach – using colors to simplify investing, a concept he patented in 2010. This visionary leader has captivated many audiences as a speaker for 401(k) Specialist Excel, PlanSponsor, and Global Retirement Partners. As Spectrum's Ambassador, Jim serves a key role in the community. He is the Chairman of the Mequon-Thiensville Chamber of Commerce Past Presidents and has been a national speaker for 401(k) Specialist Excel, PlanSponsor, and Global Retirement Partners. Jim is the current President of OED. The OED Business of the Year program recognizes companies that have seen significant business and job growth over the past five years and are strong community partners.
Jim resides in Germantown, Wisconsin, with his wife, Peggy, a retired reading specialist. They have two children: Cindy, with over 15 years of experience in the financial services industry, and Jon, who has been with Spectrum's retirement plan division since 2003. Outside of work, Jim enjoys golfing, downhill skiing, and spending time with his twin granddaughters, Maple Jane and Violet Frances.
Industry Start Date:
1995
Spectrum Start Date:
1995
Fun Fact:
Jim is the co-author of The American Tailwind along with his son, Jonathan Marshall, and Katy Pavon. Part 1 of the book is about Warren Buffett and part 2 shares the stories of 60 soldiers that are all related to team members at Spectrum. What you learn from Warren Buffett in terms of investing is to think decades and generations, a margin of safety along with the resilience of America™ without sacrificing the culture of compliance. The book is sold at Spectrum’s office in Mequon, WI and online at www.theamericantailwind.com
Embodying Spectrum’s Principles
At Spectrum, we have designed and built our company for the long-term. Whether it is investing money or hiring team members, we don't think in years we think decades and generations.
What we do at Spectrum is when someone does something well, we don't say to our Spectrum team, "what are you going to do tomorrow?" We take the time and celebrate the wins today and recognize each team member's accomplishments. Each time we celebrate the wins, it enhances the culture of Spectrum.