Excel Financial, LLC
Excel Financial, LLC is an SEC-registered mass-market adviser in Red Wing, MN with $404.5M assets under management (AUM, regulatory AUM), +21% over one year. See who owns Excel Financial, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 145301, SEC 801-107211, data through 2026-05-29.
- AUM (assets under management / regulatory AUM)
- $404.5M (2026-05-29)
- Firm type
- Mass-Market Adviser
- Location
- Red Wing, MN
- Employees
- 11
- Clients
- 416
- CRD
- 145301
- Ownership
- SIBERT, JERRY, LYNN; LOQUAI, JAMES, SCOTT; LOQUAI, THOMAS, RAYMOND; LOQUAI, JOHN, RAYMOND; LOQUAI, JULIA, ANN
How much AUM does Excel Financial, LLC have?
Excel Financial, LLC reported $404.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-29).
Who owns Excel Financial, LLC?
Disclosed owners and executives of Excel Financial, LLC include SIBERT, JERRY, LYNN, LOQUAI, JAMES, SCOTT, LOQUAI, THOMAS, RAYMOND, LOQUAI, JOHN, RAYMOND, LOQUAI, JULIA, ANN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.