Michael Wayne Spangler
Investment adviser representative at Excel Financial, LLC
10 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
10 years in the industry.
- Excel Financial, LLCJul 2021 to now
- OptumApr 2016 to Jun 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
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
- 7409263
- Firm CRD
- 145301