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Financial ADVSR advisor directory · SEC adviser records

Excel Financial, LLC financial advisors in Red Wing, MN

Every SEC-registered investment adviser representative at a Excel Financial, LLC office in Red Wing, A to Z.

4 registered advisors work at Excel Financial, LLC in Red Wing, out of 4 at the firm nationwide; it ranks number 4 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Excel Financial, LLC advisors in Red Wing, A to Z

Every Excel Financial, LLC advisor →

Excel Financial, LLC advisors in every city and state →Excel Financial, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Red Wing

All Red Wing advisors →

Edward Jones 10LPL Financial LLC 6Cambridge Investment Research Advisors, Inc. 4Ameriprise Financial Services, LLC 3

Questions

How many financial advisors does Excel Financial, LLC have in Red Wing?

4 investment adviser representatives are registered at Excel Financial, LLC offices in Red Wing, Minnesota, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Excel Financial, LLC one of the largest advisor employers in Red Wing?

Excel Financial, LLC ranks number 4 in Red Wing by registered advisors; Edward Jones has the most, with 10.

How do I check a Excel Financial, LLC advisor in Red Wing?

Each advisor below 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. Advisors are listed at the city of the Excel Financial, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.