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Jean Schneider

Managing Member at Spectrum Financial Resources

Firm officerUpdated

Jean Schneider has been Managing Member of Spectrum Financial Resources, LLC, a Troy, MI investment adviser managing $235M, since October 2009.

17
Years in role
$235M
Firm AUM
723
Firm clients
5
Firm advisers

From Form ADV filed 30 March 2026Form ADV

Career

Jean Schneider is a control person of Spectrum Financial Resources and directly owns between 50% and 75% of it.

Spectrum Financial Resources is an investment adviser based in Troy, MI, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals and charitable organizations. Its regulatory assets under management total $235 million, as filed on 30 March 2026. Its fees, ownership and offices are on the firm’s profile.

Key facts

CRD
1427349
Role
Managing Member
In role since
October 2009 · 17 years
Control person
Yes
Direct ownership
50% to 75%
Firm headquarters
Troy, MI
Individual registration
No current adviser record · SEC search
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Jean Schneider work?

Jean Schneider has been Managing Member of Spectrum Financial Resources, LLC since October 2009, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 30 March 2026

How can I verify Jean Schneider’s record?

Jean Schneider’s role is listed on Spectrum Financial Resources, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 127453.

Source: Form ADV, Schedule A, filed 30 March 2026

Leadership at Spectrum Financial Resources

Sources

  1. IAPD individual lookup, CRD 1427349, checked 22 October 2026. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Spectrum Financial Resources, LLC, filed 30 March 2026. Title, control and ownership bands.