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Financial ADVSR advisor directory · SEC adviser records

Excel Financial, LLC financial advisors

Every SEC-registered investment adviser representative at Excel Financial, LLC, by the state and city of the office they work from.

4 registered advisors work at Excel Financial, LLC, in 1 state and 1 city; the most are in Red Wing, MN (4). 1 list the CFP designation and 0 are also registered broker representatives.

Search every Excel Financial, LLC advisor by name →Who joined and left Excel Financial, LLC →Excel Financial, LLC: assets, clients and custodians →

Cities with the most Excel Financial, LLC advisors

Red Wing, MN 4

Excel Financial, LLC advisors by state

Excel Financial, LLC in Minnesota 4

Red Wing 4

Questions

How many financial advisors does Excel Financial, LLC have?

4 investment adviser representatives are registered with Excel Financial, LLC, according to the SEC's Investment Adviser Public Disclosure records, in 1 states and 1 cities. 1 list the CFP designation and 0 are also registered as broker representatives.

Where does Excel Financial, LLC have the most advisors?

Red Wing, MN, with 4 registered advisors. By state, Minnesota has the most, with 4.

How do I find a Excel Financial, LLC financial advisor near me?

Pick your state below, then your city, to see every Excel Financial, LLC advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Excel Financial, LLC offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →