EXCEL FINANCIAL, LLC
CRD #145301 SEC #801-107211 RED WING, MN (651) 388-6441
SEC Registered
Total AUM
$333.5M
Discretionary
$326.1M
Employees
6
Clients
251
Accounts
1,093
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Minnesota
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 10, 2025
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LOQUAI, JAMES, SCOTT | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| LOQUAI, JAMES, SCOTT | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| LOQUAI, JAMES, SCOTT | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| LOQUAI, THOMAS, RAYMOND | I | PRINCIPAL | D | Control |
| LOQUAI, JAMES, SCOTT | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | C | Control |
| LOQUAI, JAMES, SCOTT | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | C | Control |
| LOQUAI, JAMES, SCOTT | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | C | Control |
| LOQUAI, JAMES, SCOTT | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | C | Control |
| LOQUAI, JAMES, SCOTT | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | C | Control |
| LOQUAI, JAMES, SCOTT | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | C | Control |
| LOQUAI, JAMES, SCOTT | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | C | Control |
| LOQUAI, JAMES, SCOTT | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | C | Control |
| LOQUAI, JAMES, SCOTT | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | C | Control |
| LOQUAI, JAMES, SCOTT | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | C | Control |
| LOQUAI, JAMES, SCOTT | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| LOQUAI, JAMES, SCOTT | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| LOQUAI, JAMES, SCOTT | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| LOQUAI, JAMES, SCOTT | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| LOQUAI, JAMES, SCOTT | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| LOQUAI, JAMES, SCOTT | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| LOQUAI, JAMES, SCOTT | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| LOQUAI, JAMES, SCOTT | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| LOQUAI, JAMES, SCOTT | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| LOQUAI, JAMES, SCOTT | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| LOQUAI, JAMES, SCOTT | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| LOQUAI, JAMES, SCOTT | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| LOQUAI, JAMES, SCOTT | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| LOQUAI, JOHN, RAYMOND | I | MANAGING MEMBER | C | Control |
| LOQUAI, JOHN, RAYMOND | I | MANAGING MEMBER | C | Control |
| LOQUAI, JOHN, RAYMOND | I | MANAGING MEMBER | C | Control |
| LOQUAI, JOHN, RAYMOND | I | MANAGING MEMBER | C | Control |
| LOQUAI, JOHN, RAYMOND | I | MANAGING MEMBER | C | Control |
| LOQUAI, JOHN, RAYMOND | I | MEMBER | C | Control |
| LOQUAI, JOHN, RAYMOND | I | MEMBER | C | Control |
| LOQUAI, JOHN, RAYMOND | I | MEMBER | C | Control |
| LOQUAI, JOHN, RAYMOND | I | MEMBER | C | Control |
| LOQUAI, JOHN, RAYMOND | I | MEMBER | C | Control |
| LOQUAI, JOHN, RAYMOND | I | MEMBER | C | Control |
| LOQUAI, JOHN, RAYMOND | I | MEMBER | C | Control |
| LOQUAI, JOHN, RAYMOND | I | MEMBER | C | Control |
| LOQUAI, JOHN, RAYMOND | I | MEMBER | C | Control |
| LOQUAI, THOMAS, RAYMOND | I | PRINCIPAL | C | Control |
| LOQUAI, THOMAS, RAYMOND | I | PRINCIPAL | C | Control |
| LOQUAI, THOMAS, RAYMOND | I | PRINCIPAL | C | Control |
| LOQUAI, THOMAS, RAYMOND | I | PRINCIPAL | C | Control |
| LOQUAI, THOMAS, RAYMOND | I | PRINCIPAL | C | Control |
| LOQUAI, THOMAS, RAYMOND | I | PRINCIPAL | C | Control |
| LOQUAI, THOMAS, RAYMOND | I | PRINCIPAL | C | Control |
| LOQUAI, THOMAS, RAYMOND | I | PRINCIPAL | C | Control |
| LOQUAI, THOMAS, RAYMOND | I | PRINCIPAL | C | Control |
| LOQUAI, THOMAS, RAYMOND | I | PRINCIPAL | C | Control |
| LOQUAI, THOMAS, RAYMOND | I | MANAGING MEMBER | C | Control |
| LOQUAI, THOMAS, RAYMOND | I | MANAGING MEMBER | C | Control |
| LOQUAI, THOMAS, RAYMOND | I | MANAGING MEMBER | C | Control |
| LOQUAI, THOMAS, RAYMOND | I | MANAGING MEMBER | C | Control |
| LOQUAI, THOMAS, RAYMOND | I | MANAGING MEMBER | C | Control |
| LOQUAI, THOMAS, RAYMOND | I | MANAGING MEMBER | C | Control |
| LOQUAI, THOMAS, RAYMOND | I | MANAGING MEMBER | C | Control |
| SIBERT, JERRY, LYNN | I | PRINCIPAL | C | Control |
| SIBERT, JERRY, LYNN | I | PRINCIPAL | C | Control |
| SIBERT, JERRY, LYNN | I | PRINCIPAL | C | Control |
| SIBERT, JERRY, LYNN | I | PRINCIPAL | C | Control |
| SIBERT, JERRY, LYNN | I | PRINCIPAL | C | Control |
| SIBERT, JERRY, LYNN | I | PRINCIPAL | C | Control |
| SIBERT, JERRY, LYNN | I | PRINCIPAL | C | Control |
| SIBERT, JERRY, LYNN | I | PRINCIPAL | C | Control |
| SIBERT, JERRY, LYNN | I | PRINCIPAL | C | Control |
| SIBERT, JERRY, LYNN | I | PRINCIPAL | C | Control |
| Spangler, Michael, Wayne | I | MANAGING MEMBER | C | Control |
| Spangler, Michael, Wayne | I | MANAGING MEMBER | C | Control |
| Spangler, Michael, Wayne | I | MANAGING MEMBER | C | Control |
| Spangler, Michael, Wayne | I | MANAGING MEMBER | C | Control |
| Spangler, Michael, Wayne | I | MANAGING MEMBER | C | Control |
| Spangler, Michael, Wayne | I | MANAGING MEMBER | C | Control |
| Spangler, Michael, Wayne | I | MANAGING MEMBER | C | Control |
| Spangler, Michael, Wayne | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| Spangler, Michael, Wayne | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| URBACH, BRENT, LESLIE | I | MANAGING MEMBER | C | Control |
| URBACH, BRENT, LESLIE | I | MANAGING MEMBER | C | Control |
| URBACH, BRENT, LESLIE | I | MANAGING MEMBER | C | Control |
| URBACH, BRENT, LESLIE | I | MANAGING MEMBER | C | Control |
| URBACH, BRENT, LESLIE | I | MANAGING MEMBER | C | Control |
| URBACH, BRENT, LESLIE | I | MEMBER | C | Control |
| URBACH, BRENT, LESLIE | I | MEMBER | C | Control |
| URBACH, BRENT, LESLIE | I | MEMBER | C | Control |
| URBACH, BRENT, LESLIE | I | MEMBER | C | Control |
| URBACH, BRENT, LESLIE | I | MEMBER | C | Control |
| URBACH, BRENT, LESLIE | I | MEMBER | C | Control |
| URBACH, BRENT, LESLIE | I | MEMBER | C | Control |
| URBACH, BRENT, LESLIE | I | MEMBER | C | Control |
| URBACH, BRENT, LESLIE | I | MEMBER | C | Control |
| LOQUAI, JAMES, SCOTT | I | MEMBER/CHIEF COMPLIANCE OFFICER | B | Control |
| LOQUAI, JAMES, SCOTT | I | MEMBER/CHIEF COMPLIANCE OFFICER | B | Control |
| LOQUAI, JAMES, SCOTT | I | MEMBER/CHIEF COMPLIANCE OFFICER | B | Control |
| LOQUAI, JAMES, SCOTT | I | MEMBER/CHIEF COMPLIANCE OFFICER | B | Control |
| LOQUAI, JAMES, SCOTT | I | MEMBER/CHIEF COMPLIANCE OFFICER | B | Control |
| LOQUAI, JAMES, SCOTT | I | MEMBER/CHIEF COMPLIANCE OFFICER | B | Control |
| LOQUAI, JAMES, SCOTT | I | MEMBER/CHIEF COMPLIANCE OFFICER | B | Control |
| LOQUAI, JAMES, SCOTT | I | MEMBER | B | Control |
| LOQUAI, JAMES, SCOTT | I | MEMBER | B | Control |
| URBACH, BRENT, LESLIE | I | MANAGING MEMBER | B | Control |
| URBACH, BRENT, LESLIE | I | MANAGING MEMBER | B | Control |
| URBACH, BRENT, LESLIE | I | MANAGING MEMBER | B | Control |
| LOQUAI, JOHN, RAYMOND | I | MANAGING MEMBER | A | Control |
| LOQUAI, JOHN, RAYMOND | I | MANAGING MEMBER | A | Control |
| LOQUAI, JOHN, RAYMOND | I | MANAGING MEMBER | A | Control |
| LOQUAI, JOHN, RAYMOND | I | MANAGING MEMBER | A | Control |
| LOQUAI, JOHN, RAYMOND | I | MANAGING MEMBER | A | Control |
| LOQUAI, JOHN, RAYMOND | I | MANAGING MEMBER | A | Control |
| LOQUAI, JOHN, RAYMOND | I | MANAGING MEMBER | A | Control |
| LOQUAI, JOHN, RAYMOND | I | MANAGING MEMBER | A | Control |
| LOQUAI, JOHN, RAYMOND | I | MANAGING MEMBER | A | Control |
| LOQUAI, JOHN, RAYMOND | I | MANAGING MEMBER | A | Control |
| LOQUAI, JULIA, ANN | I | MANAGING MEMBER | A | Control |
| LOQUAI, JULIA, ANN | I | MANAGING MEMBER | A | Control |
| LOQUAI, JULIA, ANN | I | MANAGING MEMBER | A | Control |
| LOQUAI, JULIA, ANN | I | MANAGING MEMBER | A | Control |
| LOQUAI, JULIA, ANN | I | MANAGING MEMBER | A | Control |
| LOQUAI, JULIA, ANN | I | MANAGING MEMBER | A | Control |
| LOQUAI, JULIA, ANN | I | MANAGING MEMBER | A | Control |
| LOQUAI, JULIA, ANN | I | MANAGING MEMBER | A | Control |
| LOQUAI, JULIA, ANN | I | MANAGING MEMBER | A | Control |
| LOQUAI, JULIA, ANN | I | MANAGING MEMBER | A | Control |
| LOQUAI, JULIA, ANN | I | MANAGING MEMBER | A | Control |
| LOQUAI, JULIA, ANN | I | MANAGING MEMBER | A | Control |
| LOQUAI, JULIA, ANN | I | MANAGING MEMBER | A | Control |
Registrations
Federal
IA
Mar 10, 2025 REGISTERED
Notice Filings (5)
CO FL MN TX WI
Address
321 MAIN STREETRED WING, MN 55066
United States
Phone: (651) 388-6441