Advisors Excel: Detailed Company Information & Corporate Profile
Summary
Advisors Excel was founded in 2005 and operates from Topeka, KS. The firm specializes in finance, offering services that include marketing planning, sales techniques, fixed‑indexed annuities, creative services, lead generation, case design, business processing, product knowledge, life insurance, operational support, and coaching. With a team of 500–1,000 professionals, the company generates annual revenue between $500 million and $1 billion.
The organization is guided by an experienced leadership core: Greg Burton as Chief of Staff to the CEO; Amy Hastings in project coordination; Matthew Allen overseeing sales & sales development; Jammie Serrano leading advisor development; Anna Gemmer supervising account coordination; Billy Kentling directing media coaching and development; Cori Watkins managing annuity operations, among others. Together they drive Advisors Excel’s comprehensive financial solutions.
| Advisors Excel Website | advisorsexcel.com |
| Phone Number | 866-363-9595 |
| Industries | |
| Advisors Excel Headquarters Address | 2950 SW McClure Road, Topeka, KS, 66614 US |
| Company Size | 500-1000 employees |
| Specialities & Services | marketing planning, sales techniques, fixed indexed annuities, creative services, lead generation, case design, business processing, product knowledge, life insurance, operational support, coaching |
| Founded | 2005 |
| Estimated Annual Revenue | $500M - 1B |
| Updated: | 2026-09-08 |
Advisors Excel Org Chart
Chief Executive Officer
C-Level
Chief Operating Officer
Chief Technology Officer
Chief Development Officer
General Manager
Estimated Website Traffic
The chart shows a decline in traffic to the advisorsexcel.com website. In August, traffic decreased to 3464, compared to 3607 in the previous month. The highest traffic in 2026 was recorded in January, reaching 18232 visits.
Workforce Turnover
Number of employees switched from or switched to
Departmental sample breakdown
Length of Employment
Advisors Excel's workforce includes employees across a wide range of tenure levels.
3% have been with the company for less than 1 year13% have been with the company for 1 to 2 years18% have been with the company for 3 to 4 years18% have been with the company for 5 to 7 years20% have been with the company for 8 to 10 years30% have been with the company for more than 11 years
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Advisors Excel Corporate Information: FAQ
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