Excel Financial, LLC

CRD 145301 · Red Wing, MN · $404.5M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 145301
SEC number: 801-107211
Firm type: RIA
Assets under management: $404.5M as of May 29, 2026
Website: www.excelfinllc.com ↗
Phone: (651) 388-6441
Address: 321 Main Street, Red Wing, MN, 55066

Advisors at this firm

7 in our index · page 1 of 1

Collin Lars BaskaCRD 8276520 · Red Wing, MN

IA Registered
James Crandell LongCRD 1823411 · Centennial, CO

IA Registered
James Scott LoquaiCRD 5115146 · Red Wing, MN

IA Registered
John Raymond LoquaiCRD 5877875 · Red Wing, MN

IA Registered
John Patrick MoranCRD 4612900 · Littleton, CO

IA Registered
Michael Wayne SpanglerCRD 7409263 · Hastings, MN

IA Registered
Brent Leslie UrbachCRD 6508668 · Red Wing, MN

IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 145301 ↗ FINRA BrokerCheck record for firm CRD 145301 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.