Excel Financial 

CONNECT

Address:

919 Vermillion St. Suite 110
Hastings, MN 55033

Phone:

651-388-6441 or 888-688-6441

Fax/Other:

651-319-9430

Disclosure

This website is provided as a service of Excel Financial, LLC. ("Excel Financial"). By accessing the Excel Financial website, you agree to the following terms and conditions:

REGISTRATION:  Excel Financial is registered as an investment advisor with the United States Securities and Exchange Commission (SEC), and only transacts business in those states in which it is properly notice filed or in which it qualifies for an exemption or exclusion from notice filing requirements.  For information pertaining to the registration status of Excel Financial, please contact the SEC on its website at www.adviserinfo.sec.gov. Excel Financial's SEC registration is not an endorsement of the firm by the SEC, and does not indicate that the firm has attained a particular level of skill or ability.

NO OFFER:  Nothing on the Excel Financial website should be construed as a solicitation or offer, or recommendation, to acquire or dispose of any investment or to engage in any other transaction. Excel Financial does not render or offer to render personalized investment advice or financial planning advice through the Excel Financial website. Excel Financial's specific advice is given only within the context of its contractual agreements with each client. The Excel Financial website is limited to the dissemination of general information about Excel Financial's service offerings and provides an alternative method for clients and prospective clients to learn more about Excel Financial, to contact Excel Financial, and, where applicable, to access account information and other linked information.  Advice may only be rendered after the delivery of Form ADV-Part 2 and the execution of an investment advisory agreement by the client and the advisor.

NO RELIANCE:  Although Excel Financial uses reasonable efforts to obtain information from sources which it believes to be reliable, Excel Financial makes no representation that the information or opinions contained on the Excel Financial website are accurate, reliable, or complete. The information and opinions contained in the Excel Financial website are provided by Excel Financial for personal use and informational purposes only and are subject to change without notice.  Nothing contained on the Excel Financial website constitutes investment, financial, legal, tax, or other advice, and nothing contained on the Excel Financial website is to be relied upon in making an investment or other decision. Excel Financial's specific advice is given only within the context of its contractual agreements with each client.

Asset allocation and diversification do not ensure or guarantee better performance, and cannot eliminate the risk of investment losses. Any investment strategy presents a potential for either profit or loss, and there are no assurances that a portfolio will equal or outperform any particular benchmark. Historical performance results for investment indexes and/or categories generally do not reflect the deduction of transaction and/or custodial charges or of investment management fees, moreover, but the incurrence of such would have the effect of deceasing historical performance results.

LINKED WEBSITES:  When you access certain links on the Excel Financial website, you may leave the Excel Financial website. Excel Financial does not endorse the content of such websites nor the products, services, or other items offered through such websites. Any links to other sites are not intended as referrals or endorsements, but are merely provided to the users of the Excel Financial website for convenience and informational purposes.

PASSWORD-PROTECTED AREAS:  Some of the material in Excel Financial's website, notably under the Your Account section, is password-protected, and access to these areas is restricted to authorized users only. For example, the TD Ameritrade site is password-protected for Excel Financial's clients only. The user of such password-protected areas is responsible for any use of the password and for maintaining the confidentiality of the password.

DOWNLOADED MATERIAL FROM WEBSITE:  You may download or print out a hard copy of individual pages and/or sections of the Excel Financial website, and files made available for download, provided that you do not remove any logos or other proprietary notices. Any downloading or otherwise copying from the Excel Financial website will not transfer title to any software or material to you. You may not reproduce (in whole or in part), transmit (by electronic means or otherwise), modify, link into or use for a public or commercial purpose the Excel Financial website without the prior written permission of Excel Financial.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck