Brent
Urbach
Excel Financial, LLC
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About this Advisor
Brent Urbach is a financial advisor operating out of Red Wing, Minnesota with a total of 8 years of industry experience. Urbach currently works for Excel Financial, LLC. Over the course of their career, they have held roles at Blu Consulting, Excel Financial, LLC, River City Assets and Asset Venture Properties. Urbach has a Series 65 license, qualifying them as an investment advisor representative, and can operate in Minnesota. Excel Financial, LLC is an advisory company operating out of Red Wing, MN. The firm has offices in three locations and a total of six financial advisors. It handles $240 million in assets across its 1,040 customer accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. The firm advises two charitable organizations. Of its 1,040 customer accounts, just 13% are held by high-net-worth individuals who have greater than $1 million in assets. The business offers a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial advice are based on which services the firm provides the client. However, fees billed by Excel Financial, LLC may include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Excel Financial, LLC Brokerage Details
$239,938,034
6
1,040
$230,710
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Brent Urbach Work History
Brent has been registered as a financial advisor for 8 years.*
Excel Financial, LLC
Blu Consulting
River City Assets
Asset Venture Properties
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brent Urbach to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Excel Financial, LLC
Red Wing, MN
Red Wing, MN
Red Wing, MN
Red Wing, MN
Red Wing, MN
Red Wing, MN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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