John
Loquai
Excel Financial, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
John Loquai is a financial advisor based out of Red Wing, Minnesota, who has 9 years of relevant experience. Loquai works at Excel Financial, LLC. During their career, the advisor has held roles at Excel Financial, LLC (145301) and Excel Financial, LLC. Loquai maintains a Series 65 license, which qualifies them as an investment advisor representative, and is registered to advise clients in Minnesota. Excel Financial, LLC is a financial advisory business that has its headquarters in Red Wing, MN. The firm has offices in three locations and a total of six people on staff. It administers $240 million in total assets among its 1,040 client accounts, placing it among the mid-sized firms in the nation by assets under management. The firm advises two charities and foundations. Of its 1,040 accounts, just 13% are associated with high-net-worth clients who have more than $1 million in assets. The business offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fees are based on which services are offered. However, fees charged by Excel Financial, LLC likely include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Excel Financial, LLC Brokerage Details
$239,938,034
6
1,040
$230,710
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
John Loquai Work History
John has been registered as a financial advisor for 9 years.*
Excel Financial, LLC
Excel Financial, LLC (145301)
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of John Loquai to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Excel Financial, LLC
Red Wing, MN
Red Wing, MN
Red Wing, MN
Red Wing, MN
Red Wing, MN
Red Wing, MN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
