Matthew P. Demet

SPECTRUM INVESTMENT ADVISORS

Mequon, WI 53092

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CRD#: 2440471

Professional summary

Matthew Paul Demet, AIF® is a registered financial advisor currently at SPECTRUM INVESTMENT ADVISORS, INC. located in Mequon, Wisconsin.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Matthew has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Paul Demet's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

Experience

Current

July 1, 2013 - Present

SPECTRUM INVESTMENT ADVISORS, INC.

Office #1: 6329 West Mequon Road, Mequon, WI 53092

RIA

CRD#: 108669

Mequon, WI

Past

June 5, 2013 - October 15, 2015

LPL FINANCIAL LLC

CRD#: 6413

MEQUON, WI

Past

January 19, 1994 - August 18, 1999

M&I FINANCIAL ADVISORS, INC

CRD#: 16517

MILWAUKEE, WI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SPECTRUM INVESTMENT ADVISORS, INC.

CHRISTIANSEN INVESTMENTS INC | SPECTRUM INVESTMENT ADVISORS, INC.

CRD#: 108669 / SEC#: 801-56966

RIA

Registered Investment Advisory firm - (11/9/1999 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Wisconsin
(7/1/2013)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/22/2013

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/7/2013

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/15/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 6/4/2013

Investment Company Products/Variable Contracts Representative Examination

Current Firm

SPECTRUM INVESTMENT ADVISORS, INC.

CHRISTIANSEN INVESTMENTS INC | SPECTRUM INVESTMENT ADVISORS, INC.

CRD#: 108669 / SEC#: 801-56966

RIA

Registered Investment Advisory firm - (11/9/1999 Approved)

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Contact information

Main Address

6329 West Mequon Road, Mequon, WI 53092

Mailing Address

Phone number

(262) 238-4010

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SIA FORM ADV PART 2A BROCHURE (3/12/2025)

Regulatory assets under management

Total Number of Accounts	1,026
AUM (Assets Under Management)	$ 849,662,094

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Matthew P. Demet

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Paul Demet's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

M&I FINANCIAL ADVISORS, INC

Primary Firm SEC Registration

SPECTRUM INVESTMENT ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 6/22/2013

Series 63

Date: 6/7/2013

SIE

Date: 10/15/2015

Series 6

Date: 6/4/2013

Current Firm

SPECTRUM INVESTMENT ADVISORS, INC.

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SPECTRUM INVESTMENT ADVISORS, INC.

TRUST BUT VERIFY

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