About Excel Financial, LLC
<p>Known for its “financial straight-talk” approach, Excel Financial, LLC is a fee-based registered investment adviser founded in 2008 with about $0.3B in assets under management (2026). The firm works with both individuals and business owners who want clear guidance and a practical plan they can follow.</p> <p>Headquartered in Red Wing in southeastern Minnesota along the Mississippi River, Excel Financial also has offices in Hastings (Twin Cities metro area) and Greenwood Village in the Denver metro. It is registered with the SEC and operates in Colorado, Florida, Minnesota, Texas, and Wisconsin.</p> <p>For individuals, the team provides financial planning, structured investing, and guidance on spending and retirement. For employers, Excel Financial helps run retirement plans and employee benefit programs with a focus on process management and measurable follow-through. The firm also offers 3(21) fiduciary services for plan sponsors that want support with investment guidance while keeping final decision-making authority.</p> <ul> <li>Registered investment adviser (SEC-registered)</li> <li>Individual financial planning and investment management</li> <li>Retirement plan consulting and employee benefit program support</li> <li>3(21) fiduciary investment advice for plan sponsors</li> <li>Multi-state service across the Upper Midwest and beyond</li> </ul>
Website: http://www.excelfinllc.com/
Founded: 2008
Office Locations
- Red Wing, MN (Headquarters)
- Hastings, MN
- Greenwood Village, CO
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $319.5M