Brent Leslie Urbach
Investment adviser representative at Excel Financial, LLC
24 yearsExperience
2 statesRegistered in
$404.5MFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
24 years in the industry.
- Ascension Bay Invetsments, LLCMar 2020 to now
- River City Car WashDec 2017 to now
- Excel Financial, LLCJun 2015 to now
- Asset Venture PropertiesJan 2002 to now
- River City AssetsJan 2002 to now
- Blu ProductsJan 2010 to Dec 2025
- Blu ConsultingJan 2002 to Jan 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
Excel Financial, LLC
$404.5MAssets managed
416Clients
5Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6508668
- Firm CRD
- 145301