Morgan Stanley
47yrs
Top advisor by experience in Mequon
26yrs
Brian White
Full name on record: Brian Eugene White
Financial advisor at Spectrum Investment Advisors
Brian White has worked in the financial industry for 26 years and is a fiduciary financial advisor based in Mequon, Wisconsin. After a year at TD Ameritrade Investment Management and four years at TD Ameritrade, Brian joined Spectrum Investment Advisors in 2008, a firm offering financial planning, investment management, and retirement plan consulting. Brian holds the CFP® designation.
One of 215 advisors with offices in Mequon, and one of 198 fiduciaries.
At a glance
Experience26 years (since 2000)
How that compares ?Top 22% by experience at Spectrum Investment Advisors
Office6329 West Mequon Road, Mequon, WI 53092
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$1.19 million
Advisors at the firm23
States licensed ?1 state
Services through Spectrum Investment Advisors
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2008 – nowSpectrum Investment Advisors, Inc.Current firm
- May 2006 – Oct 2007TD Ameritrade Investment Management, LLCPreviously
- 2003 – 2007TD Ameritrade, Inc.Previously
Contact Brian
(262) 238-4010Spectrum Investment Advisors main office 6329 West Mequon RoadMequon, WI 53092Office · Get directions LinkedIn pageSpectrum Investment Advisors
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Questions to ask Brian
Tailored to Brian’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Brian
How do I contact Brian?
Call Spectrum Investment Advisors at (262) 238-4010 and ask for Brian White. Brian works from the Mequon, WI office.
How long has Brian been a financial advisor?
Brian has been in the industry since 2000, about 26 years. Top 22% by experience at Spectrum Investment Advisors.
What licenses does Brian hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Brian a fiduciary?
Brian is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brian paid?
Spectrum Investment Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Brian for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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