EXCEL FINANCIAL, LLC

321 Main Street
Red Wing, Minnesota 55066
Tel: (651) 388-6441

About EXCEL FINANCIAL, LLC

EXCEL FINANCIAL, LLC, formally registered with the SEC as EXCEL FINANCIAL, LLC. The firm was established in 01/28/2016. They have over 4 offices throughout the country.

EXCEL FINANCIAL, LLC is a Red Wing, Minnesota based Financial Planning firm with nearly $319,505,969 assets under management, offering retirement planning & investment advisory services to 1070 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	145301
SEC#	801-107211
Assets Managed by Firm	$319,505,969
No. of Clients	1070
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1070	$319,505,969
Individuals (other than high net worth individuals)	348	$83,810,477
High net worth individuals	56	$134,814,575
Pension and profit sharing plans	22	$99,048,476
Charitable organizations	2	$1,832,441

More Retirement Planning firms in Red Wing, Minnesota:

Firm Name	Assets Under Management	Total Clients	Total Advisors
U.S. BANCORP ASSET MANAGEMENT, INC. 800 Nicollet Mall, Mail Stop Bc-Mn-17ul Minneapolis, MN, 55402	$176,091,949,959	88	77
GARDA CAPITAL PARTNERS 305 Lake Street East Wayzata, MN, 55391	$137,829,756,000	3	200
THRIVENT FINANCIAL FOR LUTHERANS 901 Marquette Avenue, Suite 2500 Minneapolis, MN, 55402-3211	$121,600,874,152	69	4167
GALLIARD CAPITAL MANAGEMENT 800 Lasalle Ave. Ste 1400 Minneapolis, MN, 55402-2054	$85,511,782,543	279	102
RBC GLOBAL ASSET MANAGEMENT (U.S.) INC. 250 Nicollet Mall, Suite 1550 Minneapolis, MN, 55401-7585	$76,497,109,888	227	193

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