What departments does Spencer Financial Services have?

Spencer Financial Services has employees across 5 departments including Finance, Operations, Analytics, Healthcare Services, Consultant.

What is the largest department at Spencer Financial Services?

The largest department at Spencer Financial Services is Finance with 7 employees.

Where are Spencer Financial Services employees located globally?

Spencer Financial Services has employees across 2 continents and 3 countries including South Africa, United States Of America, Canada.

How has Spencer Financial Services's team size changed over time?

Spencer Financial Services's team has decreased from approximately 17 to 15 employees based on available data.

Spencer Financial Services Employee Directory

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

Spencer Financial Services's key employees include: Financial Advisor And Ceo: S. S., Ceo & Financial Advisor: D. G., Chief Operations Officer: M. S., President & Financial Advisor: S. G., President: M. L..

Financial ServicesMissouri, United States11-50 Employees

Our compelling mission for Spencer Financial is to...

-provide creative planning, education, and strategic direction to assist our clients in accomplishing their Mission, Vision, Values, and Goals; 

-demonstrate proactive service excellence that exceeds expectations; 

-build long-lasting business relationships based on trust, confidence, and integrity; 

-retain highly qualified associates that place our clients’ needs as their sole business priority; and 
serve as good citizens in our community. 

Spencer Financial began servicing clients in 1987 in Independence, Missouri. Our firm has been with the same broker/dealer for 18 years. Spencer Financial is now located in Liberty, Missouri. Securities and investment advisery services are offered through Cetera advisers LLC, member FINRA/SIPC.

Find Spencer Financial Services employees' phone numbers or email addresses

Spencer Financial Services Global Highlights

North America
23

United States Of America
22
Canada
1

Africa
2

South Africa
2

Spencer Financial Services's Leadership

D. G.
Ceo & Financial Advisor
Mobile Phone
Email
M. S.
Chief Operations Officer
Mobile Phone
Email
S. G.
President & Financial Advisor
Mobile Phone
Email
M. L.
President
Mobile Phone
Email
S. S.
Financial Advisor And Ceo
Mobile Phone
Email
J. G.
Director Of Operations
Mobile Phone
Email
J. K.
Client Services Manager
Mobile Phone
Email
L. P.
Client Services Manager
Mobile Phone
Email

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 Info

Location

Last Update

J. W.
Financial Advisor
Mobile Phone
Email
United StatesMissouri
Sep 10, 2025
A. W.
Financial Advisor
Mobile Phone
Email
United StatesMissouri
Nov 14, 2025
J. G.
Analyst
Mobile Phone
Email
United StatesMissouri
Nov 17, 2025
E. T.
Nurse
Mobile Phone
Email
Oct 16, 2024
J. W.
Financial Advisor
Mobile Phone
Email
Jul 25, 2025
W. D.
Intern
Mobile Phone
Email
United StatesMissouri
Mar 05, 2024
A. B.
Investment Consultant
Mobile Phone
Email
South AfricaFree State
Nov 17, 2025

Frequently Asked Questions

What is Spencer Financial Services known for?

Spencer Financial Services operates in the Financial Services industry. The company's main headquarters is located in 1135 West Kansas Street Liberty, Missouri 64068 United States; 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?

Spencer 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?

Spencer Financial Services has approximately 14 employees as of March 2026. These team members are located across 2 continents, including North AmericaAfrica.

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

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

Ceo & Financial Advisor: D. G.
Chief Operations Officer: M. S.
President & Financial Advisor: S. G.
President: M. L.
Financial Advisor And Ceo: S. S.

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