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Excel Financial, LLC CRD 145301
$404M regulatory AUM 5 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
321 Main Street, Red Wing, MN 55066 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-01-01 |
Branch Locations
321 Main Street, Red Wing, MN 55066 • United States
Littleton, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Moran And Long, Llc (Cpa Tax Services) | Greenwood Village | CO | 01/2009 | Present |
| Moran And Long Investments, Llc (Investment Services) | Greenwood Village | CO | 01/2010 | Present |
GREENWAY FOUNDATION~'NIR'~OTHER~DIRECTOR/OFFICER~12/2004~0HRS~0HRS~NON-PROFIT~~JOHN MORAN, CPA~'NIR'~TAX PREPARATION/ACCOUNTING~OWNER/SOLE PROPRIETER~12/2002~0HRS~0HRS~ Moran and Long, LLC; Greenwood Village, CO; not investment related; Partner of CPA firm since 01/2009; 152 hrs/mo
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-04-26 |
| S63 | Uniform Securities Agent State Law Examination | 2002-12-23 |
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