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Brent Leslie Urbach

EXCEL FINANCIAL, LLC·RED WING, Minnesota
Series 65Clean record10 years registeredEXCEL FINANCIAL, LLC
321 MAIN STREET, RED WING, MN 55066CRD# 6508668Firm CRD# 145301

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brent Leslie Urbach · RED WING, MN
Registration
CRD #6508668 · EXCEL FINANCIAL, LLC · 10 years registered
Brand Profile
Not yet started
01

Career History

EXCEL FINANCIAL, LLC
Aug 2015 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · August 19, 2015
Years registered · 10
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
EXCEL FINANCIAL, LLC
CRD 145301 · SEC 801-107211
AUM
$320M
Regulatory assets under management
Employees
6
1,070 client accounts
Services offered by EXCEL FINANCIAL, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at EXCEL FINANCIAL, LLC →
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05

Frequently Asked Questions

What services does Brent Leslie Urbach offer?
Brent Leslie Urbach specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in RED WING, Minnesota for a consultation.
What are Brent Leslie Urbach's credentials?
Brent Leslie Urbach is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brent Leslie Urbach located?
Brent Leslie Urbach is based in RED WING, Minnesota, working with EXCEL FINANCIAL, LLC. Their office serves clients in the RED WING metropolitan area and surrounding communities.
How does Brent Leslie Urbach charge for services?
Brent Leslie Urbach's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EXCEL FINANCIAL, LLC?
EXCEL FINANCIAL, LLC has approximately 6 employees and manages $320M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at EXCEL FINANCIAL, LLC

Thomas Raymond Loquai
RED WING, MN
John Raymond Loquai
RED WING, MN
Julia Ann Loquai
RED WING, MN
Michael Wayne Spangler
RED WING, MN
James Scott Loquai
RED WING, MN

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Minnesota
MINNEAPOLIS (371)EDINA (72)MINNETONKA (69)PLYMOUTH (69)BLOOMINGTON (54)EDEN PRAIRIE (34)ST PAUL (34)ARDEN HILLS (31)SAINT PAUL (30)WAYZATA (29)
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Research
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