Excel Financial, LLC

Excel Financial, LLC (CRD# 145301) is a financial advisory firm headquartered in Red Wing, MN. They manage $319,505,969 in 1,070 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
321 Main Street, Red Wing, MN 55066
http://www.excelfinllc.com
By the Numbers
  • Total Assets Under Management
    320
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

CO, FL, MN, TX, WI

Financial Advisors at Excel Financial, LLC
Showing 1 - 6 of 6 top financial advisors.
1
James Long, financial advisor Red Wing MN
James C. Long
CRD#: 1823411
321 Main Street, Red Wing, MN 55066

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.

2
James Loquai, financial advisor Red Wing MN
James S. Loquai
CRD#: 5115146
321 Main Street, Red Wing, MN 55066

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.

3
John Loquai, financial advisor Red Wing MN
John R. Loquai
CRD#: 5877875
321 Main Street, Red Wing, MN 55066

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.

4
John Moran, financial advisor Red Wing MN
John P. Moran
CRD#: 4612900
321 Main Street, Red Wing, MN 55066

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.

5
Brent Urbach, financial advisor Red Wing MN
Brent L. Urbach
CRD#: 6508668
321 Main Street, Red Wing, MN 55066

Brent Urbach (CRD# 6508668) is an Investment Advisor Representative working at Excel Financial, LLC in Red Wing, MN and has over 8 years of experience in the finance industry.

6
Michael Spangler, financial advisor Hastings MN
Michael W. Spangler
CRD#: 7409263
919 Vermillion Street, Suite 110, Hastings, MN 55033

Michael Spangler (CRD# 7409263) is an Investment Advisor Representative working at Excel Financial, LLC in Hastings, MN and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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