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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
James Long (CRD# 1823411) is an Investment Advisor Representative working at Excel Financial, LLC in Red Wing, MN and has over 14 years of experience in the finance industry.
James Loquai (CRD# 5115146) is an Investment Advisor Representative working at Excel Financial, LLC in Red Wing, MN and has over 17 years of experience in the finance industry. James Loquai has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
John Loquai (CRD# 5877875) is an Investment Advisor Representative working at Excel Financial, LLC in Red Wing, MN and has over 13 years of experience in the finance industry.
John Moran (CRD# 4612900) is an Investment Advisor Representative working at Excel Financial, LLC in Red Wing, MN and has over 21 years of experience in the finance industry.
Nathan Ostertag (CRD# 2453974) is an Investment Advisor Representative working at Aegis Investment Management, LLC in Red Wing, MN and has over 28 years of experience in the finance industry.
Paul Reding (CRD# 4871184) is an Investment Advisor Representative working at Edward Jones in Red Wing, MN and has over 19 years of experience in the finance industry.
David Ritter (CRD# 6275302) is an Investment Advisor Representative working at Lpl Financial LLC in Red Wing, MN and has over 8 years of experience in the finance industry.
Douglas Ritter (CRD# 2088076) is an Investment Advisor Representative working at Lpl Financial LLC in Red Wing, MN and has over 33 years of experience in the finance industry. Douglas Ritter has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Gregory Roe (CRD# 2956300) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Red Wing, MN and has over 26 years of experience in the finance industry.
Conor Smyth (CRD# 5240929) is an Investment Advisor Representative working at Edward Jones in Red Wing, MN and has over 17 years of experience in the finance industry.