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Brent Leslie Urbach

Excel Financial, LLC

Red Wing, MN

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Current Employers
Excel Financial, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-12-02
MN RA APPROVED 2015-08-19
  • TX RA
    APPROVED_RES
    Since 2025-12-02
  • MN RA
    APPROVED
    Since 2015-08-19

Branch Locations

321 Main Street, Red Wing, MN 55066 • 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
Blu Consulting Frontenac MN 01/2002 01/2023
Excel Financial, Llc Red Wing MN 06/2015 Present
River City Assets Frontenac MN 01/2002 12/2017
Asset Venture Properties Frontenac MN 01/2002 Present
Ascension Bay Invetsments, Llc Frontenac MN 03/2020 Present
Blu Products Frontenac MN 01/2010 12/2025
River City Car Wash Red Wing MN 12/2017 Present
River City Assets Frontenac MN 12/2017 Present
  • 01/2002 → 01/2023
    Blu Consulting
    Frontenac, MN
  • 06/2015 → Present
    Excel Financial, Llc
    Red Wing, MN
  • 01/2002 → 12/2017
    River City Assets
    Frontenac, MN
  • 01/2002 → Present
    Asset Venture Properties
    Frontenac, MN
  • 03/2020 → Present
    Ascension Bay Invetsments, Llc
    Frontenac, MN
  • 01/2010 → 12/2025
    Blu Products
    Frontenac, MN
  • 12/2017 → Present
    River City Car Wash
    Red Wing, MN
  • 12/2017 → Present
    River City Assets
    Frontenac, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-08-19
  • S65 Uniform Investment Adviser Law Examination
    2015-08-19

View on SEC IAPD

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Other Investors

JASON RICHARD YOCKEY
Tracy Marie Sears
GREGORY CONRAD ROE
JAMES SCOTT LOQUAI
JAMES CRANDELL LONG
JOHN PATRICK MORAN
JOHN RAYMOND LOQUAI
Collin Lars Baska

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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