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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
James Loquai (CRD# 5115146) is an Investment Advisor Representative working at Excel Financial, LLC in Red Wing, MN and has over 17 years of experience in the finance industry. James Loquai has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
John Loquai (CRD# 5877875) is an Investment Advisor Representative working at Excel Financial, LLC in Red Wing, MN and has over 13 years of experience in the finance industry.
Brian McQuade (CRD# 6065034) is an Investment Advisor Representative working at Edward Jones in River Falls, WI and has over 11 years of experience in the finance industry.
John Moran (CRD# 4612900) is an Investment Advisor Representative working at Excel Financial, LLC in Red Wing, MN and has over 21 years of experience in the finance industry.
Bradley Olson (CRD# 5342550) is an Investment Advisor Representative working at Portfolio Design Services, LLC in River Falls, WI and has over 16 years of experience in the finance industry.
Nathan Ostertag (CRD# 2453974) is an Investment Advisor Representative working at Aegis Investment Management, LLC in Red Wing, MN and has over 28 years of experience in the finance industry.
Michael Pepin (CRD# 5415838) is an Investment Advisor Representative working at Cx Institutional, LLC in River Falls, WI and has over 16 years of experience in the finance industry.
Ricky Pickle (CRD# 1621705) is an Investment Advisor Representative working at Pro Advisors, Ltd. Dba R J Pickle Financial Services in Prescott, WI and has over 22 years of experience in the finance industry. Ricky Pickle has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Joel Ratz (CRD# 4963824) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Menomonie, WI and has over 14 years of experience in the finance industry.
Jeremy Raverty (CRD# 6756949) is an Investment Advisor Representative working at Edward Jones in Prescott, WI and has over 7 years of experience in the finance industry.