Insights

Private Client Focus Spectrum Financial Alliance primarily serves high-net-worth individuals and diverse clients across the nation, presenting an opportunity to offer personalized wealth management solutions, estate planning, and premium financial services tailored to affluent clientele.

Fiduciary Commitment As a Registered Investment Advisor with a fiduciary duty, the firm values transparency and trust, making it receptive to additional fiduciary-aligned products and services such as enhanced fiduciary technology platforms, compliance solutions, and comprehensive financial planning tools.

Growth Potential With annual revenue between 10 million and 25 million and a dedicated team, there is scope for expanding offerings in investment management, insurance, and estate planning services, especially to clients seeking tailored, fee-based financial strategies.

Community & Local Emphasis Despite serving clients nationwide, the firm emphasizes local ownership and community engagement, creating opportunities to collaborate with local service providers, tech solutions, and community-focused financial education initiatives to enhance client trust and loyalty.

Technology Adoption Utilizing diverse tech tools like Google Maps, Mapbox, and Re:amaze indicates openness to innovative digital solutions, presenting prospects for introducing advanced client engagement platforms, secure digital advice channels, and AI-powered financial planning services.

Spectrum Financial Alliance Ltd., LLC Tech Stack

Spectrum Financial Alliance Ltd., LLC uses 8 technology products and services including Facebook Pixel, Cloudflare, Twemoji, and more. Explore Spectrum Financial Alliance Ltd., LLC's tech stack below.

  • Facebook Pixel
    Analytics
  • Cloudflare
    Content Management System
  • Twemoji
    Font Scripts
  • Element UI
    Javascript Frameworks
  • jQuery
    Javascript Libraries
  • Re:amaze
    Live Chat
  • Mapbox GL JS
    Maps
  • Google Maps
    Maps

Spectrum Financial Alliance Ltd., LLC's Email Address Formats

Spectrum Financial Alliance Ltd., LLC uses at least 1 format(s):
Spectrum Financial Alliance Ltd., LLC Email FormatsExamplePercentage
FLast@spectrumalliance.comJDoe@spectrumalliance.com
96%
FMiddleLast@spectrumalliance.comJMichaelDoe@spectrumalliance.com
4%

Frequently Asked Questions

Where is Spectrum Financial Alliance Ltd., LLC's headquarters located?

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Spectrum Financial Alliance Ltd., LLC's main headquarters is located at 105 Wind Haven Drive Nicholasville, Kentucky 40356 United States. The company has employees across 2 continents, including North AmericaAsia.

What is Spectrum Financial Alliance Ltd., LLC's phone number?

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You can contact Spectrum Financial Alliance Ltd., LLC's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Spectrum Financial Alliance Ltd., LLC's official website and social media links?

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Spectrum Financial Alliance Ltd., LLC's official website is spectrumalliance.com and has social profiles on LinkedIn.

What is Spectrum Financial Alliance Ltd., LLC's NAICS code?

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Spectrum Financial Alliance Ltd., LLC's NAICS code is 52 - Finance and Insurance.

How many employees does Spectrum Financial Alliance Ltd., LLC have currently?

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As of March 2026, Spectrum Financial Alliance Ltd., LLC has approximately 15 employees across 2 continents, including North AmericaAsia. Key team members include Director Of Advisory Services: C. E.Managing Principal, Managing Director For Asset Management: K. B.Director Of Operations: D. H.. Explore Spectrum Financial Alliance Ltd., LLC's employee directory with LeadIQ.

What industry does Spectrum Financial Alliance Ltd., LLC belong to?

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Spectrum Financial Alliance Ltd., LLC operates in the Financial Services industry.

What technology does Spectrum Financial Alliance Ltd., LLC use?

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Spectrum Financial Alliance Ltd., LLC's tech stack includes Facebook PixelCloudflareTwemojiElement UIjQueryRe:amazeMapbox GL JSGoogle Maps.

What is Spectrum Financial Alliance Ltd., LLC's email format?

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Spectrum Financial Alliance Ltd., LLC's email format typically follows the pattern of FLast@spectrumalliance.com. Find more Spectrum Financial Alliance Ltd., LLC email formats with LeadIQ.

When was Spectrum Financial Alliance Ltd., LLC founded?

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Spectrum Financial Alliance Ltd., LLC was founded in 1995.

Spectrum Financial Alliance Ltd., LLC

Financial ServicesKentucky, United States11-50 Employees

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.

Section iconCompany Overview

Headquarters
105 Wind Haven Drive Nicholasville, Kentucky 40356 United States
Phone number
NAICS Code
52 - Finance and Insurance
Founded
1995
Employees
11-50

Section iconFunding & Financials

  • $10M$25M

    Spectrum Financial Alliance Ltd., LLC's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Spectrum Financial Alliance Ltd., LLC's revenue is estimated to be in the range of $10M$25M

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