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EXCEL FINANCIAL, LLC
EXCEL FINANCIAL, LLC
RED WING, Minnesota
·
7 registered advisors
·
CRD# 145301
SEC# 801-107211
3
(651) 388-6441
01
Firm Overview
AUM
$320M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
7
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at EXCEL FINANCIAL, LLC
7 registered advisors
Brent Leslie Urbach
RED WING, Minnesota
CRD# 6508668
James Scott Loquai
RED WING, Minnesota
CRD# 5115146
Jerry Lynn Sibert
RED WING, Minnesota
CRD# 1351836
John Raymond Loquai
RED WING, Minnesota
CRD# 5877875
Julia Ann Loquai
RED WING, Minnesota
CRD# 2127031
Michael Wayne Spangler
RED WING, Minnesota
CRD# 7409263
Thomas Raymond Loquai
RED WING, Minnesota
CRD# 4787242
05
Office Locations
RED WING, Minnesota
7 advisors
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Data sourced from SEC Form ADV filings. EXCEL FINANCIAL, LLC (CRD# 145301) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.