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James Scott Loquai

EXCEL FINANCIAL, LLC·RED WING, Minnesota
Clean recordEXCEL FINANCIAL, LLC
321 MAIN STREET, RED WING, MN 55066CRD# 5115146Firm CRD# 145301

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Scott Loquai · RED WING, MN
Registration
CRD #5115146 · EXCEL FINANCIAL, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

James Scott Loquai is a registered financial advisor based in RED WING, Minnesota, affiliated with EXCEL FINANCIAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
EXCEL FINANCIAL, LLC
EXCEL FINANCIAL, LLC
AUM
$320M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at EXCEL FINANCIAL, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5115146
Firm CRD# 145301
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Scott Loquai offer?
James Scott Loquai specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in RED WING, Minnesota for a consultation.
What are James Scott Loquai's credentials?
James Scott Loquai is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Scott Loquai located?
James Scott Loquai is based in RED WING, Minnesota, working with EXCEL FINANCIAL, LLC. Their office serves clients in the RED WING metropolitan area and surrounding communities.
How does James Scott Loquai charge for services?
James Scott Loquai's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EXCEL FINANCIAL, LLC?
EXCEL FINANCIAL, LLC has approximately 6 employees and manages $320M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at EXCEL FINANCIAL, LLC

Jerry Lynn Sibert
RED WING, MN
Thomas Raymond Loquai
RED WING, MN
John Raymond Loquai
RED WING, MN
Julia Ann Loquai
RED WING, MN
Brent Leslie Urbach
RED WING, MN
Michael Wayne Spangler
RED WING, MN

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)EDINA (122)ST PAUL (111)PLYMOUTH (97)BLOOMINGTON (93)WAYZATA (91)EDEN PRAIRIE (48)ARDEN HILLS (38)SAINT PAUL (37)
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MINNEAPOLIS GuideMINNETONKA GuideEDINA GuideST PAUL GuidePLYMOUTH Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
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