Michael
Spangler
Excel Financial, LLC
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About this Advisor
Michael Spangler is a financial advisor working out of Red Wing, Minnesota with 2 years of industry experience. Spangler is an advisor for Excel Financial, LLC. Their career trajectory has included roles at Excel Financial, LLC, Optum and Seven Seas Technologies, Inc Dba S2Tech. Spangler holds a Series 65 license, designating them as an investment advisor representative, and is registered to operate in Minnesota and Texas. Excel Financial, LLC is a company that has its headquarters in Red Wing, MN. The company has offices in three locations and a total of six financial advisors. It handles $240 million in assets under management between its 1,040 client accounts, making it one of the mid-sized firms in the nation by assets under management. The firm advises two charities and foundations. Of its 1,040 customer accounts, just 13% belong to high-net-worth individuals who have at least $1 million in investable assets. The firm has a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fees typically vary depending on which services the firm provides the client. Fee types charged by Excel Financial, LLC most likely include 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
Michael Spangler Work History
Michael has been registered as a financial advisor for 2 years.*
Excel Financial, LLC
Excel Financial, LLC
Optum
Seven Seas Technologies, Inc Dba S2Tech
*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 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 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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