Dallas, TX Dallas Parkway Office

Team
Updated today

Client AUM

$0

Clients

119

Advisors

2

Of 4 advisors across 2 offices

Location

14180 Dallas Parkway Suite 425

Dallas TX 75254-4341

Advisors at this office

2

Advisors at this office

user avatar

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.

General retirement planning College savings (529s, UTMA, etc.) Life insurance needs analysis Business succession planning General estate planning guidance Founder/Business Owner
user avatar

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.

General retirement planning College savings (529s, UTMA, etc.) Life insurance needs analysis Business succession planning General estate planning guidance Founder/Business Owner
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")