EXCEL FINANCIAL, LLC
Red Wing, MN
AUM
$404.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(651) 388-6441
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in MN, RED WING
2 advisers found
Red Wing, MN
AUM
$404.5M
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(651) 388-6441
Red Wing, MN
AUM
$14.3M
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(612) 875-0105