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James Crandell Long

Excel Financial, LLC

Red Wing, MN

Centennial, CO

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Current Employers
Excel Financial, Llc

321 Main Street, Red Wing, MN 55066 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2012-06-14
  • CO RA
    APPROVED
    Since 2012-06-14

Branch Locations

321 Main Street, Red Wing, MN 55066 • United States

Centennial, CO • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Red Wing Software, Inc. Red Wing MN 05/2003 12/2020
Excel Financial, Llc Red Wing MN 08/2009 Present
Moran & Long, Llc Greenwood Village CO 01/2009 Present
  • 05/2003 → 12/2020
    Red Wing Software, Inc.
    Red Wing, MN
  • 08/2009 → Present
    Excel Financial, Llc
    Red Wing, MN
  • 01/2009 → Present
    Moran & Long, Llc
    Greenwood Village, CO
Previous Registrations
Other Businesses

Moran and Long, LLC; Greenwood Village, CO; not investment related; Partner of CPA firm since 01/2009; 76 hrs/mo

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-10-02
  • S65 Uniform Investment Adviser Law Examination
    2009-10-02

View on SEC IAPD

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Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · RED WING, MN
THRIVENT INVESTMENT MANAGEMENT INC. · RED WING, MN
EDWARD JONES · RED WING, MN
AEGIS INVESTMENT MANAGEMENT, LLC · RED WING, MN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Red Wing, MN
WELLS FARGO CLEARING SERVICES, LLC · RED WING, MN
EDWARD JONES · RED WING, MN
EDWARD JONES · RED WING, MN

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