David John Laidlaw
Investment adviser representative at Spectrum Financial Resources
27 yearsExperience
1 stateRegistered in
$235.3MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
27 years in the industry.
- Spectrum Financial ResourcesAug 2026 to now
- Spectrum FinancialMay 2014 to now
- United Planners' Financial ServicesMay 2014 to now
- David J LaidlawSep 2001 to now
- David Laidlaw, Notary PublicNov 1999 to now
- Law Office of David J. Laidlaw PcNov 1999 to now
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 1 state (MI).
Spectrum Financial Resources
Legal name: Spectrum Financial Resources, LLC
$235.3MAssets managed
723Clients
5Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4412079
- Firm CRD
- 127453