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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.