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Advisors Excel Employee Directory

Financial ServicesKansas, United States501-1000 Employees

Advisors Excel operates in the financial services field, supporting independent financial advisors by helping them grow their practices into viable businesses. The firm brands itself as an enhanced Independent Marketing Organization, offering a holistic suite of services and a peer network designed to bolster growth, operations, and client outcomes. Its service mix includes business coaching, marketing, IT and operational support, case design, product assistance, and compliance to address the needs of high-performing advisors.
Founded around 2005 and based in Topeka, Kansas, the company has evolved from a kitchen-table origin into a sizable regional firm. In March 2025, Advisors Excel announced the appointment of David Franzke as Chief Marketing Officer.

Find Advisors Excel employees' phone numbers or email addresses

Advisors Excel Global Highlights

Location
Employees

North America
974

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  • United States Of America
    974

Africa
1

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  • Nigeria
    1

Asia
1

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  • India
    1

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

South America
1

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  • Brazil
    1

Advisors Excel's Leadership

  • Cfo at Advisors Excel
    A. K.
    Cfo
    Mobile Phone
  • Chief Underwriting Officer at Advisors Excel
    M. M.
    Chief Underwriting Officer
    Mobile Phone
  • Chief Marketing Officer at Advisors Excel
    J. S.
    Chief Marketing Officer
    Mobile Phone
  • Vice President Of Marketing at Advisors Excel
    A. S.
    Vice President Of Marketing
    Mobile Phone
  • Vice President Of Marketing at Advisors Excel
    M. D. G.
    Vice President Of Marketing
    Mobile Phone
  • Vice President Of Marketing- Life at Advisors Excel
    M. M.
    Vice President Of Marketing- Life
    Mobile Phone
  • President at Advisors Excel
    G. R.
    President
    Mobile Phone
  • President, Life at Advisors Excel
    V. V.
    President, Life
    Mobile Phone

Advisors Excel Employee Metrics

100%
50%
0%
2026
2025
  • Marketing
  • Operations
  • Consultant
  • Engineering
  • Analytics
  • Other
  • Banking
  • Arts & Design
  • Finance
  • Program & Project Management
  • Entertainment
  • Sales

Contact profiles from Advisors Excel

Name
Title
Contact
Location
Last Update
  • Chief Underwriting Officer at Advisors Excel
    M. M.
    Chief Underwriting Officer
    Mobile Phone
    Aug 12, 2026
  • Cfo at Advisors Excel
    A. K.
    Cfo
    Mobile Phone
    Sep 04, 2026
  • Owner at Advisors Excel
    D. A.
    Owner
    Mobile Phone
    Oct 21, 2024
  • President at Advisors Excel
    G. R.
    President
    Mobile Phone
    Oct 16, 2024
  • Chief Marketing Officer at Advisors Excel
    J. S.
    Chief Marketing Officer
    Mobile Phone
    Oct 22, 2024
  • Owner at Advisors Excel
    R. R.
    Owner
    Mobile Phone
    Oct 22, 2024
  • President, Life at Advisors Excel
    V. V.
    President, Life
    Mobile Phone
    Oct 16, 2024
  • Vice President Of Marketing at Advisors Excel
    A. S.
    Vice President Of Marketing
    Mobile Phone
    Oct 17, 2024
  • Vice President Of Marketing at Advisors Excel
    M. D. G.
    Vice President Of Marketing
    Mobile Phone
    Oct 18, 2024
  • Vice President Of Marketing- Life at Advisors Excel
    M. M.
    Vice President Of Marketing- Life
    Mobile Phone
    Oct 16, 2024

Frequently Asked Questions

What is Advisors Excel known for?

Minus sign iconPlus sign iconAdvisors Excel was founded in 2005 and operates in the Financial Services industry. You can contact Advisors Excel's main corporate office by phone at
+1-785-271-****
. Explore Advisors Excel's company overview page for more information.

What is Advisors Excel's most common email format?

Minus sign iconPlus sign iconAdvisors Excel employees' email format typically follows the pattern of First.Last@advisorsexcel.com. Trying to find reliable and up-to-date employee contact data? Find more Advisors Excel email formats with LeadIQ.

How many employees does Advisors Excel have currently?

Minus sign iconPlus sign iconAdvisors Excel has approximately 838 employees as of August 2026. These team members are located across 5 continents, including North America, Africa and Asia.

Who are Advisors Excel's key employees and leadership?

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As of August 2026, Advisors Excel's key employees include:

  • Cfo: A. K.
  • Chief Underwriting Officer: M. M.
  • Chief Marketing Officer: J. S.
  • Vice President Of Marketing: A. S.
  • Vice President Of Marketing: M. D. G.

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