Posts by advisorsexcel

K-State seniors showcase their financial planning know-how during a hands-on contest Topeka, Kansas, November 1, 2021 – Megan Klug, Britta Beesley and Ana Sanko, seniors in Kansas State University’s Personal Financial Planning program, recently received second place in the national Financial Planning Competition hosted each year by the Financial Planning Association. With their second-place finish,…

Women We Admire honors, Klotz, The Top 100 Women Leaders in Finance of 2021  Topeka, Kansas, October 20, 2021 – For the first time, Amy Klotz, Advisors Excel Chief Financial Officer, was included in The Top 100 Women Leaders in Finance of 2021. Klotz debuted on the list published by Women We Admire at number…

AE’s first-ever placement on Best Small and Medium Workplaces for Millennials list Topeka, Kansas, August 4, 2021 – For the first time, Advisors Excel, a Topeka-based financial marketing organization, has appeared on Fortune Magazine’s Top 100 Best Small and Medium Workplaces for Millennials list at number 92. Advisors Excel is the only Kansas company to…

Unprecedented amount to help families of fallen and disabled American heroes Topeka, Kansas, June 23, 2021 – In keeping with its commitment to the local community and the communities our advisors serve, Advisors Excel and its affiliated financial professionals recently raised $932,000 for Folds of Honor during a fundraising event in Houston. The gift will…

Topeka, Kansas, September 16, 2020 — When Charles Morgan got the call from the human resources rep offering him a job at Advisors Excel, he felt like he’d won the lottery. For years, Morgan heard about the company from friends and former co-workers and when a position came open, he jumped at the chance to…

TOPEKA, Kan., June 2, 2020  /PRNewswire/ — Advisors Excel has recently announced the creation of three, $5,000 scholarships aimed at encouraging minorities and women to pursue a degree in Kansas State University’s Personal Financial Planning (PFP) program. Each scholarship can be renewed annually. “For the 20 years I’ve been in the financial services industry, there have been many discussions about the lack…

Topeka, Kansas, August 12, 2019 — For the third year in a row, Advisors Excel has been certified as a great workplace by the independent analysts at Great Place to Work®. Using validated employee feedback gathered with Great Place to Work’s rigorous, data-driven For All methodology, certification confirms 7 out of 10 employees have a…

TOPEKA, Kan. (WIBW) A Topeka based financial services firm has more than half-a-million reasons to celebrate on Friday. Advisors Excel announced Friday morning that $581,000 was raised for the Make-A-Wish Foundation at a recent training event in Phoenix. The funds were donated by AE, and the more than 700 financial professionals in attendance. The donation will…