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Spencer Financial Services Employee Directory

Financial ServicesMissouri, United States11-50 Employees

Spencer Financial Services operates in the financial services sector, offering planning, education, and strategic guidance to help clients pursue their stated mission, vision, values, and goals. Its approach emphasizes proactive service and a focus on achieving meaningful client outcomes rather than solely transactional activity. It seeks to build long-lasting relationships based on trust, confidence, and integrity, with client needs placed at the center of its work.

Based in Liberty, Missouri, the firm has its roots dating back to 1987 when it began serving clients in Independence. It has been with the same broker/dealer for 18 years, and its securities and investment advisory services are provided through Cetera Advisers LLC, a FINRA/SIPC member.

Find Spencer Financial Services employees' phone numbers or email addresses

Spencer Financial Services Global Highlights

Location
Employees

North America
24

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  • United States Of America
    23
  • Canada
    1

Africa
2

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  • South Africa
    2

Spencer Financial Services's Leadership

  • Stylized image of a person
    M. S.
    Chief Operations Officer
    Mobile Phone
  • Stylized image of a person
    E. T.
    Nurse
    Mobile Phone
  • Stylized image of a person
    J. W.
    Financial Advisor
    Mobile Phone
  • Stylized image of a person
    A. B.
    Investment Consultant
    Mobile Phone

Spencer Financial Services Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Finance
  • Accounting
  • Administrative
  • Other

Contact profiles from Spencer Financial Services

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    M. S.
    Chief Operations Officer
    Mobile Phone
    Jun 26, 2026
  • Stylized image of a person
    E. T.
    Nurse
    Mobile Phone
    Oct 16, 2024
  • Stylized image of a person
    J. W.
    Financial Advisor
    Mobile Phone
    Jun 03, 2026
  • Stylized image of a person
    A. B.
    Investment Consultant
    Mobile Phone
    South AfricaFree State
    Nov 17, 2025

Frequently Asked Questions

What is Spencer Financial Services known for?

Minus sign iconPlus sign iconSpencer Financial Services operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-816-792-****
. Explore Spencer Financial Services's company overview page for more information.

What is Spencer Financial Services's most common email format?

Minus sign iconPlus sign iconSpencer Financial Services employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Spencer Financial Services email formats with LeadIQ.

How many employees does Spencer Financial Services have currently?

Minus sign iconPlus sign iconSpencer Financial Services has approximately 14 employees as of July 2026. These team members are located across 2 continents, including North AmericaAfrica.

Who are Spencer Financial Services's key employees and leadership?

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As of July 2026, Spencer Financial Services's key employees include:

  • Chief Operations Officer: M. S.
  • Nurse: E. T.
  • Financial Advisor: J. W.
  • Investment Consultant: A. B.

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