Advisors at this firm
Kenneth C
ChFC®, Series 63, Series 66
Granite Bay, CA
Spectrum Wealth Advisory Group, LLC
Kenneth Christie is a financial advisor at Spectrum Wealth Advisory Group, LLC with over 33 years of industry experience. He holds the ChFC® designation and has previously worked at The Wealth Consulting Group and LPL Financial LLC. Christie also serves as a board member of Rutherford Capital, Inc. Spectrum Wealth Advisory Group is a four-advisor team managing approximately $370 million across 582 client accounts. The firm provides asset management, comprehensive portfolio management, financial planning, and retirement plan consulting for individuals, trusts, retirement plans, and closely held businesses, using a variety of investment strategies and asset allocation frameworks.
Konner C
CFP®, Series 66
Granite Bay, CA
Spectrum Wealth Advisory Group, LLC
Konner Christie is a CFP® and Series 66-registered advisor with six years of industry experience. He is currently with Spectrum Wealth Advisory Group, LLC and has previously worked at LPL Financial, Goldman Sachs & Co. LLC, The Ayco Company, and other firms. Spectrum Wealth Advisory Group is a four-advisor team serving individuals, trusts, retirement plans, and closely held businesses with asset management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies using stocks, bonds, ETFs, options, mutual funds, and alternative investments, and sponsors a wrap fee program alongside LPL-sponsored programs.
Michael T
ChFC®, Series 66
Granite Bay, CA
Spectrum Wealth Advisory Group, LLC
Michael Thompson is a ChFC® and Series 66 licensed advisor with 12 years of industry experience. He is currently with Spectrum Wealth Advisory Group, LLC, where he has worked since 2018, and also maintains a role at Rutherford Capital, LLC. Thompson previously worked at The Wealth Consulting Group and LPL Financial LLC. Outside of advisory services, he is a licensed fixed life insurance agent. Spectrum Wealth Advisory Group is a four-advisor team serving individuals, trusts, retirement plans, and closely held businesses with asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $370 million across about 582 client accounts, employing individualized investment strategies that include stocks, bonds, ETFs, options, mutual funds, alternative investments, and digital assets, with ongoing monitoring and periodic rebalancing.
Jason V
Series 66
Granite Bay, CA
Spectrum Wealth Advisory Group, LLC
Jason Vesely is a financial advisor at Spectrum Wealth Advisory Group, LLC with a Series 66 designation and one year of industry experience. His prior work includes roles at LPL Financial LLC and involvement with community organizations such as Discovery Hills Church and Foothills Church. Outside of financial advising, he is engaged in an online sales business called JVSupply. Spectrum Wealth Advisory Group is a four-advisor team managing approximately $370 million across about 582 client accounts. The firm serves individuals, trusts, retirement plans, and closely held businesses, offering asset management, comprehensive portfolio management, financial planning, and retirement plan consulting with an investment approach that includes a variety of securities and strategies tailored to client needs.