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).
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Total Assets Under Management320MILLION
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Total Number of Accounts1,070ACCOUNTS
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Average Account Value$298,604
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
CO, FL, MN, TX, WI
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.
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.
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.
Michael Spangler (CRD# 7409263) 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.