Excel Financial, LLC

Excel Financial, LLC (CRD# 145301) is a financial advisory firm headquartered in Red Wing, MN. They manage $101,943,098 in 612 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    102
    MILLION
  • Total Number of Accounts
    612
    ACCOUNTS
  • Average Account Value
    $166,574
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO, MN, WI

Financial Advisors at Excel Financial, LLC
Showing 1 - 8 of 8 top financial advisors.
1
James C. Long
CRD#: 1823411
321 Main Street, Red Wing, MN 55066
93
Wealthminder
score

James Long (CRD# 1823411) is an Investment Advisor Representative working at Excel Financial, LLC in Red Wing, MN and has over 7 years of experience in the finance industry.

2
James S. Loquai
CRD#: 5115146
321 Main Street, Red Wing, MN 55066
93
Wealthminder
score

James Loquai (CRD# 5115146) is an Investment Advisor Representative working at Excel Financial, LLC in Red Wing, MN and has over 10 years of experience in the finance industry.

3
John R. Loquai
CRD#: 5877875
321 Main Street, Red Wing, MN 55066
93
Wealthminder
score

John Loquai (CRD# 5877875) is an Investment Advisor Representative working at Excel Financial, LLC in Red Wing, MN and has over 6 years of experience in the finance industry.

4
Thomas R. Loquai
CRD#: 4787242
321 Main Street, Red Wing, MN 55066
93
Wealthminder
score

Thomas Loquai (CRD# 4787242) is an Investment Advisor Representative working at Excel Financial, LLC in Red Wing, MN and has over 12 years of experience in the finance industry.

5
John P. Moran
CRD#: 4612900
321 Main Street, Red Wing, MN 55066
93
Wealthminder
score

John Moran (CRD# 4612900) 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.

6
Julia A. Loquai
CRD#: 2127031
321 Main Street, Red Wing, MN 55066
88
Wealthminder
score

Julia Loquai (CRD# 2127031) is an Investment Advisor Representative working at Excel Financial, LLC in Red Wing, MN and has over 2 years of experience in the finance industry.

7
Eric C. Dinatale
CRD#: 6544798
321 Main Street, Red Wing, MN 55066
87
Wealthminder
score

Eric Dinatale (CRD# 6544798) is an Investment Advisor Representative working at Excel Financial, LLC in Red Wing, MN and has 1 year of experience in the finance industry.

8
Brent L. Urbach
CRD#: 6508668
321 Main Street, Red Wing, MN 55066
87
Wealthminder
score

Brent Urbach (CRD# 6508668) is an Investment Advisor Representative working at Excel Financial, LLC in Red Wing, MN and has 1 year of experience in the finance industry.

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