Spencer Financial Services
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.
7-day free trial · no credit card
Verified contacts
15
available on Kipplo
LinkedIn employees
14
1 to 10 range
Open roles
—
no listings
Distinct roles
11
indexed titles
Tech stack
1
tools in use
Monthly traffic
76
organic / mo
Sign up free to see all 15 verified contacts at Spencer Financial Services
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
15 contacts with verified email or phone · masked until revealed.
- JK
Jenny Keane
Client Services Manager · Customer/Client Service
EmailPhone - AW
Austin White
Financial Advisor · Finance & Accounting
EmailPhone - JW
Jake Wyllie
Financial Advisor · Finance & Accounting
EmailPhone - JG
Josh Graham
Analyst · Finance & Accounting
EmailPhone - DG
Dusty Green
CEO & Financial Advisor · Finance & Accounting
EmailPhone - MS
Miriam Spencer
Chief Operations Officer · Operations
EmailPhone - SG
Stevie Green
President & Financial Advisor · General Business & Management
EmailPhone - JG
Jessica Greason
Director of Operations · Operations
EmailPhone - SS
Steven Spencer
Financial Advisor and CEO · General Business & Management
EmailPhone
Showing 9 of 15 verified contacts
Top roles at Spencer Financial Services
11 distinct titles indexed · top 10 shown.
- 3financial advisor
- 2client services manager
- 1,, &,
- 1analyst
- 1ceo & financial advisor
- 1chief operating officer
- 1chief operations officer
- 1director of operations
- 1financial advisor and ceo
- 1lead consultant
- +1more titles
Sign up to unlock all 15 contacts at Spencer Financial Services
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 15 verified contacts at Spencer Financial Services
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.