Spectrum Investment Advisors, Inc.
Jerica Keifenheim currently serves as a Client Services Associate at Spectrum Investment Advisors, Inc. since June 2024, where responsibilities include providing essential administrative support to ensure efficient operations and financial health. Prior to this role, Jerica held positions at Eppstein Uhen Architects as a Project Administrator, managing project financials and facilitating meetings with Project Managers and the Accounting department. Experience also includes roles as a Trust Officer at Arden Trust Company and Capital First Trust Company, with a focus on client communication and account management. Jerica began a career in administration and customer service with various positions, including Visitor Services Coordinator at the Children's Museum of Fond du Lac and Front Desk Assistant at Best Western. Jerica holds a Bachelor of Science in Human Services Leadership from the University of Wisconsin Oshkosh, earned in 2014.
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Spectrum Investment Advisors, Inc.
Spectrum Investment Advisors, Inc. was incorporated in 1995 as a Registered Investment Adviser registered directly with the SEC. We are built on the premise that achieving your financial goals depends on independent financial advice, timely research, and easy access to the investments and services that best fit your specific needs. Our tagline, “Colors Simplify Investing®”, represents the uniqueness of our education process and the ability of communicating with participants from all different industries and backgrounds. Our patented Spectrum Investor® Communication Process uniquely qualifies us to provide retirement consulting services through the use of the simplicity of colors to communicate investing. We have developed our own color-coded communication materials to educate participants and empower them in the selection and ongoing monitoring of their investment options. Registration with the SEC does not imply a certain level of skill or training. SIA does not approve or endorse any third-party communications on this site.