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321 Main Street, Red Wing, MN 55066 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-05-29 |
| TX | RA | APPROVED | 2026-05-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Excel Financial, Llc | Red Wing | MN | 05/2026 | Present |
| Excel Financial, Llc | Red Wing | MN | 08/2025 | Present |
| River Valley Power & Sport | Red Wing | MN | 07/2024 | 07/2025 |
| Plaas Incorporated | Red Wing | MN | 09/2021 | 07/2024 |
| Benedictine Living Community | Red Wing | MN | 01/2021 | 09/2021 |
| Ecumen | Arden Hills | MN | 04/2016 | 01/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-08 |
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