Excel Financial, LLC

John Loquai is a financial advisor at Excel Financial, LLC with 15 years of industry experience. He holds a Series 65 designation and has been with Excel Financial since 2010. Excel Financial, LLC serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses, providing discretionary and non-discretionary asset management, financial planning, and consulting. The firm manages approximately $333 million in assets and offers tailored investment programs guided by documented Investment Policy Statements.

Brent Urbach is a financial advisor at Excel Financial, LLC with 11 years of industry experience. He holds a Series 65 designation and has worked with firms including Ascension Bay Investments and River City Assets. Outside of advising, he is involved in entrepreneurial ventures such as River City Car Wash. Excel Financial provides fee-based financial planning and investment management to individuals, pension plans, charitable organizations, and businesses. The firm utilizes documented investment programs based on client goals and risk tolerance, offering both discretionary and non-discretionary portfolio management along with retirement plan advisory services.

James Loquai is a CFP® with 18 years of industry experience, currently serving at Excel Financial, LLC since 2008. He has prior experience at Deep Geo, Inc. and has operated as a sole proprietor since 2006. Outside of investment advising, he is also licensed as an insurance agent, dedicating a small portion of his time to insurance sales. Excel Financial, LLC provides advisory services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm manages approximately $333 million in assets and offers discretionary and non-discretionary asset management, financial planning, and consulting with an investment approach tailored through documented Investment Policy Statements.

Collin Baska is a financial advisor at Excel Financial, LLC in Red Wing, MN, holding a Series 65 designation with one year of industry experience. His prior work experience includes roles at River Valley Power & Sport, Plaas Incorporated, Benedictine Living Community, and Ecumen. Excel Financial provides fee-based financial planning and investment management services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a client-focused investment approach documented in investment policy statements and offers both discretionary and non-discretionary portfolio management.

Michael Spangler is a financial advisor at Excel Financial, LLC in Red Wing, MN, holding a Series 65 designation with five years of industry experience. He previously worked at Optum for five years before joining Excel Financial. Excel Financial provides fee-based financial planning and investment management to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm’s approach includes both discretionary and non-discretionary portfolio management tailored to client goals, with investment programs documented in policy statements and reviewed regularly.