Advisor at Excel Financial, LLC
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Firm
Excel Financial, LLC
Location
Red Wing, MN 55066
Credentials
Series 65
Industry experience
15 years
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.
Based on Excel Financial, LLC
Financial planning services flat fee between $500 and $10,000; ERISA plan services base fee $2,000 to $10,000 per year plus participant fee $0 to $250 per participant per year
$1 - $99,999.99: 1.25% $100,000 - $499,999.99: 0.90% $500,000 - $999,999.99: 0.60% $1,000,000 - $1,999,999.99: 0.55% $2,000,000 - $4,999,999.99: 0.50% $5,000,000 - $9,999,999.99: 0.40% $10,000,000 - $29,999,999.99: 0.20% $30,000,000 - $39,999,999.99: 0.10% $40,000,000+: 0.05%
$250 per hour for financial planning services
Minimum fee: Minimum annual fee of $625, unless waived by Excel Financial Fee-only: Hourly financial planning at $250/hour; Fixed fees for financial planning range from $500 to $10,000; ERISA plan services fixed fees range from $2,000 to $10,000 per year plus participant fees $0 to $250 per participant per year; ERISA plan services may also be offered on AUM basis 0.25% to 1.25%.
321 Main Street
Red Wing, MN 55066
Minnesota
Excel Financial, LLC
2013 - Present (13 years)
Excel Financial, LLC (145301)
2010 - Present (16 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Couloir Wealth Advisors, Inc.
At Couloir Wealth, we work with veterinarians who want less stress and more clarity around their finances. Whether you’re dealing with burnout, business decisions, or just trying to make space for life outside the clinic, we’re here to help you feel more in control. Our founder lives on a working ranch of cattle and horses, and has spent a lifetime surrounded by animals—and great respect for the people who care for them—this is at the heart of everything we do. That connection is what drives our mission: to support your financial wellbeing with the same compassion you bring to your work every day. With decades of financial and investment experience and a fee-only, fiduciary approach, we’ll help you build a financial life that feels stable, supported, and aligned with your values. We’re based in Minnesota, but we meet with veterinarians all over the country—virtually, wherever you are. Let’s talk about what matters to you. Schedule a Discovery Call today.
Series 65
Red Wing, MN
Excel Financial, LLC
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