Spectrum Financial Alliance Ltd.

Financial Services • Nicholasville, Kentucky, United States • 1-10 Employees

Company overview

Headquarters	105 Wind Haven Drive, Nicholasville, KY 40356, US
Phone number	+18592236333
Website	spectrumalliance.com
NAICS	52
SIC	628
Keywords	Insurance Services, Wealth Management, Asset Management, Retirement Planning, Financial Planning, Estate Planning, Legacy Planning, College Funds
Founded	1995
Employees	1-10
Socials

Key Contacts at Spectrum Financial Alliance Ltd.

Kelly Buckley

Managing Principal, Managing Director For Asset Management

Desirae Hagan

Director Of Operations

Camden Miracle

Director Of Financial Planning

Spectrum Financial Alliance Ltd. Email Formats

Spectrum Financial Alliance Ltd. uses 2 email formats. The most common is {first name}{last name} (e.g., johndoe@spectrumalliance.com), used 55.6% of the time.

Format	Example	Percentage
{first name}{last name}	johndoe@spectrumalliance.com	55.6%
{first initial}{last name}	jdoe@spectrumalliance.com	44.4%

About Spectrum Financial Alliance Ltd.

C. Kelly Buckley, MBA, CFP®, AAMS™ - Founder and Managing Principal of Spectrum Financial Alliance. Spectrum Financial Alliance is a unique, concentrated and predictive asset management firm headquartered in Nicholasville, KY. We serve clients across the nation, while still emphasizing the importance of local ownership and community. We specialize in providing personalized, comprehensive services in the areas of asset management, financial planning, insurance services, and estate planning facilitation. Our clients come from a wide range of backgrounds and income levels. For over 35 years, Kelly Buckley has had the privilege of helping clients build financial security, grow their assets, provide for their children’s education, and secure their retirement income. As a Registered Investment Advisor, we have a fiduciary duty to make decisions in our clients' best interests 100% of the time, unlike many financial services firms. We are passionate about what we do, and your success matters to us. Rest assured, your financial future, peace of mind, and best interests are always our primary focus. Experience the Spectrum Financial Alliance Difference! Contact us today to schedule your FREE consultation at (859) 223-6333 or sfa@spectrumalliance.com.

Spectrum Financial Alliance Ltd. revenue & valuation

Annual revenue	$7,194,932
Revenue per employee	$720,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$23,100,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Manager

Director

Intern

Employees by Department

Spectrum Financial Alliance Ltd. has 4 employees across 2 departments.

Departments

Number of employees

Funding Data

Spectrum Financial Alliance Ltd. has never raised funding before.

Spectrum Financial Alliance Ltd. Tech Stack

Discover the technologies and tools that power Spectrum Financial Alliance Ltd.'s digital infrastructure, from frameworks to analytics platforms.

Vimeo

Video players

RequireJS

JavaScript frameworks

PWA

Miscellaneous

Re:amaze

Live chat

Leaflet

Maps

Microsoft 365

HSTS

Security

Calendly

Appointment scheduling

Google Analytics

Analytics

Mapbox GL JS

Maps

Google Tag Manager

Tag managers

GoDaddy

Hosting

Frequently asked questions

Spectrum Financial Alliance Ltd. is located in Nicholasville, Kentucky, US.

You can reach Spectrum Financial Alliance Ltd. at +18592236333.

Spectrum Financial Alliance Ltd. was founded in 1995, making it 31 years old. The company has established itself as a significant player in its industry over this time.

Spectrum Financial Alliance Ltd. has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.