Michael Spangler (CRD# 7409263) is an Investment Advisor Representative working at Excel Financial, LLC in Hastings, MN and has over 2 years of experience in the finance industry.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2773901
Edward Jones
CRD# 4898817
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Excel Financial, LLC | Red Wing, MN | Jan 2022 - Current | 2 |
| Excel Financial, LLC | Red Wing, MN | Jul 2021 - Current | 2 |
| Optum | Eden Prairie, MN | Apr 2016 - Jun 2021 | 5 |
| Seven Seas Technologies, Inc. Dba S2tech | Chesterfield, MO | Aug 2010 - Mar 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2021 |
- MN
- TX
-
Total Assets Under Management320MILLIONS
-
Total Number of Accounts1,070ACCOUNTS
-
Average Account Value$298,604
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CO, FL, MN, TX, WI
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