E.A. Buck Financial Services Revenue
Financial Services • 
Denver, Colorado, United States • 21-50 Employees
E.A. Buck Financial Services revenue & valuation
| Annual revenue | $10,000,000 |
| Revenue per employee | $213,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $32,000,000 |
| Total funding | No funding |
Key Contacts at E.A. Buck Financial Services
Jeff Buck
Owner And Private Wealth Manager
Katie Buck
Chief Executive Officer
Pete Smith
Director Of Compliance
Kevin Nitta
Tax Director & Private Wealth Manager
Lindsey Kemsley
Director Of Client Services, Administration & Hr
Lisa Ching
Chief Marketing Officer
Sun Kim
Art Director
Elsa Enders
Financial Director
Company overview
| Headquarters | 4600 S Syracuse St, #650, Denver, Colorado 80237, US |
| Phone number | +17195208199 |
| Website | |
| NAICS | 52 |
| SIC | 738 |
| Keywords | Financial Advisors, Tax Planning, Wealth Management, Annuities, Retirement Planning, Alternative Investments |
| Founded | 1980 |
| Employees | 21-50 |
| Socials |
E.A. Buck Financial Services Email Formats
E.A. Buck Financial Services uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@eabuck.com), used 50.9% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@eabuck.com | 50.9% |
{first name}{last name} | johndoe@eabuck.com | 45.3% |
{last name}{last name} | doedoe@eabuck.com | 3.8% |
About E.A. Buck Financial Services
At E.A. Buck we believe in informing and helping clients create a strategic action plan through our unique five step E.P.I.C. process. Our E.P.I.C. planning involves the one-on-one engineering of your financial goals and it is exclusive to E.A. Buck clients. The focus is on integrating structure, tax efficiency, and tools to create the most comprehensive planning experience. E.A. Buck Financial Services is an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Securities offered only by duly registered individuals through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser and/or Buck Wealth Strategies, a Registered Investment Adviser. MAS and E.A. Buck Financial Services are not affiliated entities. AEWM and E.A. Buck Financial Services are not affiliated entities. Buck Wealth Strategies, MAS and AEWM are not affiliated entities. E.A. Buck Financial Services and Buck Wealth Strategies are affiliated by common ownership. In California, we are known only as E.A. Buck Insurance Services in all solicitations of insurance.
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
E.A. Buck Financial Services has 37 employees across 10 departments.
Departments
Number of employees
Funding Data
E.A. Buck Financial Services has never raised funding before.
E.A. Buck Financial Services Tech Stack
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