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Collin Lars Baska

Advisor at Excel Financial, LLC — Red Wing, MN

Updated today

Credentials

Series 65

Experience

< 1 year

Location

Red Wing, MN 55066

Excel Financial, LLC logo

Excel Financial, LLC

Team

Total advisors

5

Clients per advisor

78 High

Avg AUM per client

$723,574 Low

HNW client ratio

21% Low

About

Collin Baska is a financial advisor at Excel Financial, LLC in Red Wing, MN, holding a Series 65 designation with one year of industry experience. His prior work experience includes roles at River Valley Power & Sport, Plaas Incorporated, Benedictine Living Community, and Ecumen. Excel Financial provides fee-based financial planning and investment management services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a client-focused investment approach documented in investment policy statements and offers both discretionary and non-discretionary portfolio management.

Client services

Based on Excel Financial, LLC

Financial planning Portfolio management Selection of other advisers

Occupation focus

Based on Excel Financial, LLC

Retired Founder/Business Owner

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Fee options

Fixed

Financial planning services flat fee between $500 and $10,000; ERISA plan services base fee $2,000 to $10,000 per year plus participant fee $0 to $250 per participant per year

Percentage

$1 - $99,999.99: 1.25% $100,000 - $499,999.99: 0.90% $500,000 - $999,999.99: 0.60% $1,000,000 - $1,999,999.99: 0.55% $2,000,000 - $4,999,999.99: 0.50% $5,000,000 - $9,999,999.99: 0.40% $10,000,000 - $29,999,999.99: 0.20% $30,000,000 - $39,999,999.99: 0.10% $40,000,000+: 0.05%

Project-based

$250 per hour for financial planning services

Other

Minimum fee: Minimum annual fee of $625, unless waived by Excel Financial Fee-only: Hourly financial planning at $250/hour; Fixed fees for financial planning range from $500 to $10,000; ERISA plan services fixed fees range from $2,000 to $10,000 per year plus participant fees $0 to $250 per participant per year; ERISA plan services may also be offered on AUM basis 0.25% to 1.25%.

Location

Red Wing, MN

321 Main Street

Red Wing MN 55066

Advisors at this office

5

Most active in

Minnesota · Texas

Work history

< 1 year of industry experience

Excel Financial, LLC

2026 - Present • 1 year

Red Wing, MN

Excel Financial, LLC

2025 - Present • 1 year

Red Wing, MN

River Valley Power & Sport

2024 - 2025 • 1 year

Red Wing, MN

Plaas Incorporated

2021 - 2024 • 3 years

Red Wing, MN

Benedictine Living Community

2021 - 2021 • 1 year

Red Wing, MN

Ecumen

2016 - 2021 • 5 years

Arden Hills, MN

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Jesse E

CFP®, Series 63, Series 66

Red Wing, MN

Bluprint Financial, LLC

Jesse Eiynck is a CFP® professional with 25 years of industry experience, currently operating as the sole advisor at Bluprint Financial, LLC in Red Wing, MN. His prior experience includes roles at Cambridge Investment Research Advisors and Cambridge Investment Research. Outside of his advisory work, he is a limited partner in a technology company and maintains a separate insurance sales practice. Bluprint Financial provides comprehensive wealth management services to individual investors and qualified retirement plan sponsors, including discretionary investment management, financial planning, insurance advice, and estate and education planning. The firm offers tailored advice based on client goals and risk tolerance, coordinates with other professionals, and provides specialized fiduciary services and educational seminars.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.)
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Abbey S

CFP®

Ellsworth, WI

808 Investments

Abbey Spoo is a CFP® professional with 10 years of experience in financial advising. She is the sole advisor at 808 Investments, an independent firm she joined in 2024 after eight years at Marquette Asset Management, LLC. 808 Investments is a fee-only registered investment adviser serving high-net-worth individuals and business owners. The firm provides discretionary wealth management and comprehensive financial planning, emphasizing customized Investment Policy Statements and a blend of fundamental and charting analysis with both passive and active strategies.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.)
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John E

Series 63, Series 65

Red Wing, MN

JSE Wealth Management LLC

John Erickson is a financial advisor with JSE Wealth Management LLC in Wayzata, MN, holding Series 63 and Series 65 licenses and having 14 years of industry experience. He previously worked at Aegis Investment Management, LLC and managed self-directed family investments. Outside of advisory work, he serves as trustee for two family trusts and is licensed to offer insurance products. JSE Wealth Management provides discretionary investment management and integrated financial planning primarily to individual and business clients. The firm focuses on active allocation across exchange-traded funds, equities, and fixed income instruments, managing approximately $3.0 million with ongoing portfolio monitoring and rebalancing based on written investment policy statements.

Active portfolio management
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Nathan O

Series 63, Series 65, Series 66

Red Wing, MN

Aegis Investment Management, LLC

Nathan Ostertag is a financial advisor at Aegis Investment Management, LLC with 23 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked previously at Ameriprise Financial Services and TIAA-CREF. Ostertag is also a licensed insurance agent. Aegis Investment Management provides investment management, consulting, and financial planning services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and nonprofit organizations. The firm employs a range of investment strategies including fundamental and economic analysis, managing portfolios across various asset classes on a discretionary basis.

Active portfolio management Wealth management
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Justin F

Series 65

Welch, MN

Couloir Wealth Advisors, Inc.

Justin Fier is a financial advisor with Couloir Wealth Advisors, Inc. in Welch, MN, holding a Series 65 designation and seven years of industry experience. He has worked previously with Timberland Investment Resources, Pacific Community Ventures, Bluprint Financial, and Couloir Global Investors. Fier serves as a managing director and head of impact at Timberland Investment Resources and is a member of the investment committee for the Catholic Diocese of Oakland. Couloir Wealth Advisors provides advisory services to individuals, including high-net-worth clients, and employer retirement plans. The firm combines fundamental analysis, mutual fund and ETF evaluation, and both passive and active strategies to build client-specific investment policies, offering discretionary management and financial planning that can incorporate ESG approaches when requested.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.)

Janice F

CFP®

Welch, MN

Couloir Wealth Advisors, Inc.

At Couloir Wealth, we work with veterinarians who want less stress and more clarity around their finances. Whether you’re dealing with burnout, business decisions, or just trying to make space for life outside the clinic, we’re here to help you feel more in control. Our founder lives on a working ranch of cattle and horses, and has spent a lifetime surrounded by animals—and great respect for the people who care for them—this is at the heart of everything we do. That connection is what drives our mission: to support your financial wellbeing with the same compassion you bring to your work every day. With decades of financial and investment experience and a fee-only, fiduciary approach, we’ll help you build a financial life that feels stable, supported, and aligned with your values. We’re based in Minnesota, but we meet with veterinarians all over the country—virtually, wherever you are. Let’s talk about what matters to you. Schedule a Discovery Call today.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Veterinarian Women Professionals
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