Spectrum Financial Alliance Ltd., LLC logo

Spectrum Financial Alliance Ltd., LLC Employee Directory

Financial ServicesKentucky, United States11-50 Employees

Spectrum Financial Alliance Ltd., LLC is a financial services firm that provides asset management, financial planning, insurance services, and estate planning facilitation. Based in Nicholasville, Kentucky, the company serves clients nationwide while emphasizing local ownership and community ties. As a Registered Investment Advisor, it operates under a fiduciary duty to place clients’ best interests first, aiming to support financial security, asset growth, education funding, and retirement income planning for a diverse client base. The firm positions itself as a focused, personalized advisor capable of delivering comprehensive financial guidance through a combination of asset management and planning services. A recent development includes the addition of a new team member, reflecting ongoing growth within the organization.

Find Spectrum Financial Alliance Ltd., LLC employees' phone numbers or email addresses

Spectrum Financial Alliance Ltd., LLC Global Highlights

Location
Employees

North America
25

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  • United States Of America
    25

Asia
1

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  • Philippines
    1

Spectrum Financial Alliance Ltd., LLC's Leadership

  • Stylized image of a person
    M. B.
    Client Relationship Manager
  • Stylized image of a person
    M. M.
    Client Welcome Coordinator
  • Stylized image of a person
    L. S.
    Marketing Intern

Spectrum Financial Alliance Ltd., LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Accounting
  • Administrative
  • Analytics
  • Other
  • Arts & Design
  • Community & Social Services

Contact profiles from Spectrum Financial Alliance Ltd., LLC

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    M. B.
    Client Relationship Manager
    Oct 22, 2024
  • Stylized image of a person
    M. M.
    Client Welcome Coordinator
    Oct 18, 2024
  • Stylized image of a person
    L. S.
    Marketing Intern
    May 13, 2026

Frequently Asked Questions

What is Spectrum Financial Alliance Ltd., LLC known for?

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Spectrum Financial Alliance Ltd., LLC was founded in 1995 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Spectrum Financial Alliance Ltd., LLC's company overview page for more information.

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

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Spectrum Financial Alliance Ltd., LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Spectrum Financial Alliance Ltd., LLC email formats with LeadIQ.

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

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Spectrum Financial Alliance Ltd., LLC has approximately 13 employees as of July 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are Spectrum Financial Alliance Ltd., LLC's key employees and leadership?

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As of July 2026, Spectrum Financial Alliance Ltd., LLC's key employees include:

  • Client Relationship Manager: M. B.
  • Client Welcome Coordinator: M. M.
  • Marketing Intern: L. S.

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