What departments does Advisors Excel have?

Advisors Excel has employees across 9 departments including Military & Protective Services, Operations, Marketing, Engineering, Solutions Engineering.

What is the largest department at Advisors Excel?

The largest department at Advisors Excel is Engineering with 9 employees.

Where are Advisors Excel employees located globally?

Advisors Excel has employees across 4 continents and 4 countries including India, United Kingdom Of Great Britain And Northern Ireland, United States Of America, Brazil.

How has Advisors Excel's team size changed over time?

Advisors Excel's team has decreased from approximately 867 to 732 employees based on available data.

Advisors Excel Employee Directory

Q: Who are Advisors Excel's key employees and leadership?

Advisors Excel's key employees include: Chief Of Staff To Ceo: G. B., Cfo: A. K., Chief Strategy Officer (cso): M. N., Chief Operating Officer: M. M., Chief Underwriting Officer: M. M..

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.

Advisors Excel Global Highlights

North America
961

United States Of America
961

Asia
1

India
1

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

South America
1

Brazil
1

Advisors Excel's Leadership

A. K.
Cfo
Mobile Phone
Email
G. B.
Chief Of Staff To Ceo
Mobile Phone
Email
M. N.
Chief Strategy Officer (cso)
Mobile Phone
Email
M. M.
Chief Operating Officer
Mobile Phone
Email
M. M.
Chief Underwriting Officer
Mobile Phone
Email
R. F.
Chief Technology Officer
Mobile Phone
Email
R. E.
Chief Compliance Officer - Asset Management
Mobile Phone
Email
D. F.
Chief Marketing Officer
Mobile Phone
Email

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 Info

Location

Last Update

M. N.
Chief Strategy Officer (cso)
Mobile Phone
Email
United StatesKansas
Jun 01, 2026
M. M.
Chief Operating Officer
Mobile Phone
Email
United StatesKansas
May 27, 2026
T. C.
President Of Annuity Marketing
Mobile Phone
Email
United StatesKansas
Apr 15, 2026
M. M.
Chief Underwriting Officer
Mobile Phone
Email
Apr 15, 2026
R. F.
Chief Technology Officer
Mobile Phone
Email
United StatesMissouri
Jun 03, 2026
C. F.
Owner
Mobile Phone
Email
United StatesKansas
Apr 06, 2026
G. B.
Chief Of Staff To Ceo
Mobile Phone
Email
United StatesKansas
May 29, 2026
J. B.
President, Life
Mobile Phone
Email
United StatesMissouri
Jun 01, 2026
R. E.
Chief Compliance Officer - Asset Management
Mobile Phone
Email
United StatesMissouri
May 30, 2026
D. F.
Chief Marketing Officer
Mobile Phone
Email
United StatesKansas
Jun 02, 2026

Frequently Asked Questions

What is Advisors Excel known for?

Advisors Excel was founded in 2005 operates in the Financial Services industry. The company's main headquarters is located in 2950 Southwest Mcclure Road Topeka, Kansas 66614 United States; you can contact the 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?

Advisors Excel employees' email format typically follows the pattern of . 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?

Advisors Excel has approximately 803 employees as of June 2026. These team members are located across 4 continents, including North AmericaAsiaEurope.

Who are Advisors Excel's key employees and leadership?

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

Cfo: A. K.
Chief Of Staff To Ceo: G. B.
Chief Strategy Officer (cso): M. N.
Chief Operating Officer: M. M.
Chief Underwriting Officer: M. M.

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Advisors Excel Employee Directory

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