Frank Charles Windt
Investment adviser representative at Spectrum Investment Advisors, Inc.
21 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
21 years in the industry.
- Spectrum Investment Advisors, Inc.Apr 2026 to now
- RetiredJun 2025 to now
- CliftonlarsonallenSep 2019 to Jun 2025
- Schenck ScApr 2005 to Sep 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
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
- 8246246
- Firm CRD
- 108669