Excelsior Investors

Excelsior Investors (CRD# 108048) is a financial advisory firm headquartered in Excelsior, MN. They manage $126,388,431 in 304 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    126
    MILLION
  • Total Number of Accounts
    304
    ACCOUNTS
  • Average Account Value
    $415,751
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, MN

Financial Advisors at Excelsior Investors
Showing 1 - 1 of 1 top financial advisors.
1
Jason P. Good
CRD#: 4978923
34 Water Street, Suite 8, Excelsior, MN 55331
96
Wealthminder
score

Jason Good (CRD# 4978923) is an Investment Advisor Representative working at Excelsior Investors in Excelsior, MN and has over 9 years of experience in the finance industry. Jason Good has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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