John Loquai, financial advisor Red Wing MN

John Loquai

CRD Number: 5877875
Current Firm: Excel Financial, LLC

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.

Similar Advisors
Terrie Amundson, financial advisor Red Wing MN
Terrie Amundson
CRD# 2699220
Lpl Financial LLC
Similar Advisors
Brett Anderson, financial advisor Red Wing MN
Brett W. Anderson
CRD# 4377100
St. Croix Advisors, LLC
Similar Advisors
Kaye Anderson, financial advisor Red Wing MN
Kaye Anderson
CRD# 6703901
Edward Jones
Company Name Location Dates Years
Excel Financial, LLC Red Wing, MN Jul 2013 - Current 10
Excel Financial, Llc (145301) Red Wing, MN Jun 2010 - Current 13
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2010
Contact Info for John R. Loquai
Phone Number: (651) 388-6441
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    320
    MILLIONS
  • Total Number of Accounts
    1,070
    ACCOUNTS
  • Average Account Value
    $298,604
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CO, FL, MN, TX, WI

Ready to hire a financial advisor? Get competitive proposals from John Loquai and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.