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Marcos D Rosado

Investment adviser representative at Spectrum Investment Advisors, Inc.
14 yearsExperience
1 stateRegistered in
$1.1BFirm assets
26 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
  • Pension consulting

Experience

14 years in the industry.

  1. Spectrum Investment Advisors, Inc.Jun 2024 to now
  2. Hsa BankMay 2023 to Aug 2023
  3. Spectrum Investment Advisors, Inc.May 2022 to Aug 2022
  4. Taylor UniversityAug 2020 to May 2024
  5. Eastbrook AcademyFeb 2012 to May 2024

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 1 state (WI).

Spectrum Investment Advisors, Inc.

$1.1BAssets managed
465Clients
23Advisers
26 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
7949829
Firm CRD
108669
Advisor's SEC record (opens in a new tab)
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