EXCEL FINANCIAL, LLC of RED WING, MN is an SEC-registered investment adviser (CRD 145301). Regulatory assets under management: $404.5M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| Brent Leslie Urbach | MEMBER | — |
| James Scott Loquai | MEMBER | — |
| John Raymond Loquai | MEMBER | — |
| Michael Wayne Spangler | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| LOQUAI JAMES SCOTT | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER; MEMBER/CHIEF COMPLIANCE OFFICER; PRINCIPAL/CHIEF COMPLIANCE OFFICER | — |
| LOQUAI THOMAS RAYMOND | MANAGING MEMBER; MEMBER; PRINCIPAL | — |
| SIBERT JERRY LYNN | PRINCIPAL | — |
| LOQUAI JULIA ANN | MANAGING MEMBER | — |
| URBACH BRENT LESLIE | MANAGING MEMBER; MEMBER | — |
| Spangler Michael Wayne | MANAGING MEMBER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| HASTINGS | MN | 3 | (651) 319-9430 |
| — | — | 1 | 720-635-3180 |
| — | — | 1 | 303-921-7479 |