Dallas, TX Dallas Parkway Office
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Spectrum Strategies, L.L.C.
Supported
Firm-wide stats for Spectrum Strategies, L.L.C.
About
Spectrum Strategies serves primarily individual clients through comprehensive financial planning and consulting engagements. Its written plans typically address retirement and accumulation, educational funding, risk management, estate and tax analyses, and, where appropriate, asset protection and business succession; the firm also provides annual plan reviews and works with ERISA- and IRA-governed accounts (while not serving as the plan fiduciary).
The firm provides non-discretionary, general investment advice and does not manage client assets or take custody; clients or their designated managers implement recommendations. Spectrum operates on engagement-specific planning and consulting fees rather than charging percentage-of-assets-under-management, and it may coordinate with third-party managers for implementation.
Notably, Spectrum is affiliated with a broker-dealer and its advisors are also registered representatives and insurance agents, which means representatives may implement plan recommendations through broker-dealer channels, receive commissions, and participate in referral fee arrangements (including an undisclosed/unwritten referral-fee practice described in the brochure); the firm discloses these potential conflicts to clients. Advisors at the firm are long-tenured CFP practitioners who also participate in related outside businesses (a separate wealth-services entity, some real-estate activity, and pro-bono military financial guidance), activities the firm identifies as separate from its advisory services.
Based on Spectrum Strategies, L.L.C.
Expertise
Based on Spectrum Strategies, L.L.C.
Location
14180 Dallas Parkway Suite 425
Dallas TX 75254-4341
Advisors at this office
2
Advisors at this office
Landon V
Series 66
Dallas, TX
Spectrum Strategies, L.L.C.
Landon Vaughan is a financial advisor with Spectrum Strategies, L.L.C. in Dallas, TX, holding a Series 66 credential and 12 years of industry experience. He has previously worked at LPL Financial LLC, MML Investors Services LLC, and MassMutual Life Insurance Co. Vaughan is a managing partner of Spectrum Wealth Strategies, LLC, where he is involved in operational decisions. Spectrum Strategies primarily serves individual clients through comprehensive financial planning and consulting engagements, focusing on retirement, education funding, risk management, estate and tax analyses, and business succession. The firm provides non-discretionary investment advice without managing client assets and operates on engagement-specific fees, coordinating with third-party managers for implementation.
William G
CFP®, Series 63
Dallas, TX
Spectrum Strategies, L.L.C.
William Geiler III is a CFP® professional with 24 years of industry experience, currently serving as an investment advisor representative at Spectrum Strategies, L.L.C. in Dallas, TX. He has worked at LPL Financial LLC, MML Investors Services LLC, and MassMutual Life Insurance Co. He is also involved in insurance services, helping clients obtain life, disability, long-term care, fixed annuities, and health insurance policies. Spectrum Strategies provides comprehensive financial planning and consulting primarily to individual clients. The firm offers written plans addressing retirement, education funding, risk management, estate and tax analyses, and business succession, delivering non-discretionary investment advice without managing client assets.
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