All-female financial planning team takes second place in national competition

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,…

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Advisors Excel Places 92 in Top 100 Fortune List

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…

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Advisors Excel Event Raises Nearly $1M for Folds of Honor

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…

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Employees Agree, Advisors Excel is a Great Place to Work®

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…

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$15,000 in Scholarships Aims to Encourage Minorities and Women to Pursue a Career in Financial Planning

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…

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Advisors Excel donates more than $9K from T-shirt sales to Topeka business relief

Topeka, Kansas, May 6, 2020 — Advisors Excel donated thousands of dollars from its Topeka Strong campaign to help displaced workers and businesses affected by the coronavirus pandemic. The fundraiser earned $9,755.94 selling 834 T-shirts, but they’re not done selling them just yet. Advisors Excel is also adding gaiter masks to it’s inventory. The shirts…

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