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Advisors Excel overview

Industry
Financial Services
Revenue
Headquarters
Employees
579
Founded in
Website
Organization type
Private
Social media
Advisors Excel adheres to its core principle of doing the right thing by only working with professionals who are committed to doing what's right for their clients, no matter what. They are the square peg to the industry's round hole, and that's what has helped make them one of the fastest-growing Insurance Marketing Organizations.It provides insurance marketing services for independent advisors.
Founded in 2005, Advisors Excel is an established company that loves to hire graduates from Washburn University of Topeka, with 43.3% of its employees having attended Washburn University of Topeka. Want to compare Advisors Excel to some other great places to work in Topeka, KS? We suggest taking a look at Zippia's list of Best Companies to Work For in Topeka, KS.
Based in Topeka, KS, Advisors Excel is a medium-sized finance company with 579 employees and a revenue of $1.8M.

Advisors Excel's mission statement

We help good advisors become great business owners so they can help their clients enjoy dream retirements -- and we do it by constantly reimagining industry models and focusing on four core principles:1.

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5.0/5

Advisors Excel employee reviews

Based on 1 ratings

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Advisors Excel employee reviews

Advisors Excel employee reviews
5.0/5

Based on 1 ratings

Work at Advisors Excel? Share your experience.
Employee reviews
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5.0
A zippia user wrote a review on Apr 2024
Pros of working at Advisors Excel

The team work and camaraderie is beyond any place I've ever worked.

Cons of working at Advisors Excel

Living in Florida, and the company location and managers being in Kansas is the only thing that not makes this a perfect partnership. Thank God for the internet, Zoom, FaceTime!

Advisors Excel benefits

I love all the bonuses and incentives they give for your hard work. It's nice to be recognized on a regular basis and not just at the end of a year.

What do you like best about Advisors Excel's CEO and the leadership team?

Professionalism

How would you improve Advisors Excel's culture?

Encouraging small offices or territories to have face to face events for team building. Not just Top Producers going out of town/country for reward events, but encouraging all offices to have some kind of reward incentives or team building get togethers.

How did you prepare for the Advisors Excel interview?

I prepared for the interview by having my accomplishments ready to present.

How does your compensation at Advisors Excel compare to the industry average?

The compensation at Advisors Excel is above industry average.

What's the diversity at Advisors Excel like?

I was surprised and happy to see the diverse demographics within the company.

What brings you the most joy at Advisors Excel?

The interactions with the other brokers/advisors on FaceBook or at meetings. I look forward to working hard, smart, and ethical and being a part of this great group of people.

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The team at Advisors Excel

  • The founders of Advisors Excel are Cody Grant Foster and Derek James Thompson.
  • The key people at Advisors Excel are Greg Burton, Cody Grant Foster and Derek James Thompson.
Key people
Greg Burton
Cody Grant Foster
Derek James Thompson

Advisors Excel rankings

Advisors Excel is ranked #50 on the Best Finance companies to work for in Kansas list. Zippia's Best Places to Work lists provide unbiased, data-based evaluations of companies. Rankings are based on government and proprietary data on salaries, company financial health, and employee diversity.

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Advisors Excel diversity

8.3
Diversity score
We calculated Advisors Excel’s diversity score by measuring multiple factors, including the ethnic background, gender identity, and language skills of Advisors Excel’s workforce.

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Advisors Excel financial performance

7.1
Performance score

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Zippia gives an in-depth look into the details of Advisors Excel, including salaries, political affiliations, employee data, and more, in order to inform job seekers about Advisors Excel. The employee data is based on information from people who have self-reported their past or current employments at Advisors Excel. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by Advisors Excel. The data presented on this page does not represent the view of Advisors Excel and its employees or that of Zippia.

Advisors Excel may also be known as or be related to AE Wealth Management, LLC, Advisors Excel and Advisors Excel, LLC.