


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 | |
| 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
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.
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Miscellaneous
Live chat
Maps
Security
Appointment scheduling
Analytics
Maps
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Hosting
Frequently asked questions
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