Founded in 2005 by David Callanan, Derek Thompson, and Cody Foster, Advisors Excel is a national Field Marketing Organization (FMO) dedicated to the independent financial professional. The company's mission is to provide an integrated and comprehensive platform of products, services, and back-office support that helps financial advisors grow their businesses and better serve their clients, particularly in the retirement planning space. Advisors Excel offers access to a wide range of annuity and life insurance products, advanced marketing and lead generation systems, and business coaching. The group includes affiliated companies such as AE Wealth Management, an SEC-registered investment adviser (RIA), and AE Tax, which provide a holistic suite of financial services through their network of advisors.

Founded in

Mexico