What departments does Advisors Excel have?

Advisors Excel has employees across 11 departments including Finance, Entrepreneurship, Marketing, Human Resources, Media & Communications.

What is the largest department at Advisors Excel?

The largest department at Advisors Excel is Marketing with 15 employees.

Where are Advisors Excel employees located globally?

Advisors Excel has employees across 5 continents and 5 countries including Nigeria, 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.

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Advisors Excel Employee Directory

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

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..

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
974

United States Of America
974

Africa
1

Nigeria
1

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
M. M.
Chief Underwriting Officer
Mobile Phone
Email
J. S.
Chief Marketing Officer
Mobile Phone
Email
A. S.
Vice President Of Marketing
Mobile Phone
Email
M. D. G.
Vice President Of Marketing
Mobile Phone
Email
M. M.
Vice President Of Marketing- Life
Mobile Phone
Email
G. R.
President
Mobile Phone
Email
V. V.
President, Life
Mobile Phone
Email

Advisors Excel Employee Metrics

100%

50%

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

A. G.
Technical Training Manager
Mobile Phone
Email
Oct 23, 2024
B. U.
Marketing Relationship Manager
Mobile Phone
Email
Oct 23, 2024
B. H.
General Manager
Mobile Phone
Email
Oct 18, 2024
C. J.
Relationship Manager
Mobile Phone
Email
Oct 17, 2024
C. H.
Marketing Relationship Manager
Mobile Phone
Email
May 01, 2024
D. C.
Manager
Mobile Phone
Email
Jun 30, 2026
D. D.
Recruiting Manager
Mobile Phone
Email
Oct 21, 2024
H. W.
Account Manager
Mobile Phone
Email
Jun 18, 2026
J. F.
Information Technology Manager
Mobile Phone
Email
Oct 18, 2024
J. M.
Life Case Manager
Mobile Phone
Email
Oct 23, 2024

Frequently Asked Questions

What is Advisors Excel known for?

Advisors Excel was founded in 2005 operates in the Financial Services industry; 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 818 employees as of July 2026. These team members are located across 5 continents, including North AmericaAfricaAsia.

Who are Advisors Excel's key employees and leadership?

As of July 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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Advisors Excel Employee Directory

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