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Julia Ann Loquai

EXCEL FINANCIAL, LLC·RED WING, Minnesota
Unclaimed Profile
321 MAIN STREET, RED WING, MN 55066CRD# 2127031Firm CRD# 145301
01

About

Julia Ann 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
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# 2127031
Firm CRD# 145301
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Julia Ann Loquai offer?
Julia Ann Loquai specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in RED WING, Minnesota for a consultation.
What are Julia Ann Loquai's credentials?
Julia Ann Loquai is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Julia Ann Loquai located?
Julia Ann 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 Julia Ann Loquai charge for services?
Julia Ann 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 in RED WING
James Scott Loquai — EXCEL FINANCIAL, LLCThomas Raymond Loquai — EXCEL FINANCIAL, LLCJerry Lynn Sibert — EXCEL FINANCIAL, LLCJohn Raymond Loquai — EXCEL FINANCIAL, LLCBrent Leslie Urbach — EXCEL FINANCIAL, LLC
Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)EDINA (122)ST PAUL (111)PLYMOUTH (97)
City Guides
MINNEAPOLIS GuideMINNETONKA GuideEDINA GuideST PAUL GuidePLYMOUTH Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
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