Advisors Excel

Founded in 2005 by David Callanan, Derek Thompson, and Cody Foster, Advisors Excel is one of the nation's leading FMOs, specializing in supporting independent financial professionals. The company's mission is to help these advisors grow their businesses and better serve their clients. They offer a comprehensive platform that includes lead generation strategies, marketing support, advanced training and coaching, and operational services, along with access to a portfolio of annuity, life insurance, and investment products. Through their registered investment adviser (RIA) subsidiary, AE Wealth Management, they also provide a full-service platform for investment advisor representatives.