Excel Financial LLC
Legal Name: EXCEL FINANCIAL, LLC
Full Contact Details
Excel Financial LLC
321 MAIN STREET, RED WING, MN
(651) 388-6441
(651) 319-9430
Other Info
Excel Financial LLC is a registered financial advisory firm based in Minnesota with six knowledgeable staff members solely dedicated to helping clients achieve financial stability. The firm serves three clients and has been approved by the U.S. Securities and Exchange Commission since its inception on January 28th, 2016.
Breaking the Mold | Excel Financial Planning & Management Process
Breaking the Mold is our comprehensive financial planning solutions and benefits management process especially targeting individuals and business owners in MN and WI.
Breaking the Mold | Excel Financial Planning & Management Process
Breaking the Mold is our comprehensive financial planning solutions and benefits management process especially targeting individuals and business owners in MN and WI.
Direct Owners
-
BRENT LESLIE URBACH
MANAGING MEMBER owns more than 10% but less than 25%
-
JAMES SCOTT LOQUAI
MANAGING MEMBER/CHIEF COMPLIANCE OFFICER owns more than 25% but less than 50%
-
JOHN RAYMOND LOQUAI
MANAGING MEMBER owns more than 5% but less than 10%
-
JULIA ANN LOQUAI
MANAGING MEMBER owns more than 5% but less than 10%