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Advisors Excel CEO and leadership

Zippia score 3.8
Job openings (15)
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Advisors Excel CEO and executives

Executive Summary. Based on our data team's research, Greg Burton is the Advisors Excel's CEO. Advisors Excel has 579 employees, of which 18 are in a leadership position.
Here are further demographic highlights of the leadership team:
  • The Advisors Excel executive team is 17% female and 83% male.
  • 66% of the management team is White.
  • 14% of Advisors Excel management is Hispanic or Latino.
  • 11% of the management team is Black or African American.
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Name & TitleBio
Greg Burton

Chief of Staff To CEO

Greg Burton's LinkedIn

Greg Burton is a Chief of Staff to CEO at Advisors Excel and is based in Topeka, Kansas. He has worked as Business Planning Intern at WALT DISNEY CO; Group Manager, Business Solutions Product Marketing at SPRINT CORP; and Manager, Marketing at SPRINT CORP. Greg studied at Purdue University between 1988 and 1993 and Washington University in St. Louis Olin Business School between 1997 and 1999.

Cody Grant Foster

Owner

Derek James Thompson

Owner

Christopher Blake Radford

President

David James Callanan

President

Dan Colclasure

Vice President

John Imming

Vice President

Kevin Thornton

Vice President

Michelle Fizer

Board Member

Rachael Chico

Board Member

Do you work at Advisors Excel?

Does the leadership team provide a clear direction for Advisors Excel?

Advisors Excel jobs

Advisors Excel founders

Name & TitleBio
Cody Grant Foster

Owner

Derek James Thompson

Owner

Advisors Excel board members

Name & TitleBio
Michelle Fizer

Board Member

Rachael Chico

Board Member

Ryan Vandevelde

Board Member

John McKee

Board Member

What employees say about the executives at Advisors Excel

Employee reviews
profile
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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Updated November 18, 2022

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.