Michael
Spangler
Excel Financial, LLC
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About this Advisor
Michael Spangler is a financial advisor based in Red Wing, Minnesota, working with Excel Financial, LLC. Michael has previously held positions at Excel Financial, LLC, Optum, and Seven Seas Technologies, Inc Dba S2Tech. Michael has passed the Series 65 regulatory exam and is registered to provide services in Minnesota and Texas. Currently, Michael is part of Excel Financial, LLC, which operates out of Red Wing, Minnesota. The firm has 3 offices and 6 employees. The firm manages assets totaling $319.5 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Excel Financial, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
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Fee Structure
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Excel Financial, LLC Brokerage Details
$319,505,969
6
1,070
$298,604
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
Michael Spangler Work History
Excel Financial, LLC
Excel Financial, LLC
Optum
Seven Seas Technologies, Inc Dba S2Tech
Disclosures
Please visit the SEC profile of Michael Spangler 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 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
