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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.
Kevin Mahoney (CRD# 2956854) is an Investment Advisor Representative working at Edward Jones in Winona, MN and has over 26 years of experience in the finance industry.
Brian Martin (CRD# 5412948) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Rochester, MN and has over 16 years of experience in the finance industry. Brian Martin 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.
Robert Mattson (CRD# 4430694) is an Investment Advisor Representative working at Lpl Financial LLC in Rochester, MN and has over 17 years of experience in the finance industry.
Steven McDonald (CRD# 4689716) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Winona, MN and has over 20 years of experience in the finance industry.
Mitchell McGraw (CRD# 6723937) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Rochester, MN and has over 7 years of experience in the finance industry.
Linda McGuire (CRD# 2763788) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Rochester, MN and has over 24 years of experience in the finance industry.
William McGuire (CRD# 1065834) is an Investment Advisor Representative working at Tag Wealth Advisors in Rochester, MN and has over 26 years of experience in the finance industry.