Feltl & Company
Firm details
- Headquarters
- Plymouth, Minnesota
- CRD number
- 6905
- Registered since
- August 28, 1975
- Website
- feltl.com
Firm profile
FINTRXOverview
Feltl & Company is recorded in FINTRX as a corporation that has been SEC-registered since 1975. The firm’s ownership is listed as a combination of a domestic entity and an individual. FINTRX classifies the firm as unclassified and flags it as not acting as a capital allocator. The record also indicates the firm is not identified as an active ESG investor, not designated a multi-state adviser, not a pension consultant, and not a related adviser.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 5
John Feltl
CEO and Co-FounderCRD 2366353
Michael Schierman
Chief Financial OfficerCRD 2353419
Mitchell Edwards
COOCRD 4127796
Contacts
3 of 27John Qualy
Investment ExecutiveCRD 1286540
Todd Zipfel
Financial AdvisorCRD 2311928
Ethan De Naray
Investment ExecutiveCRD 4571532
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Plymouth, MN
Hennepin
Location
Plymouth, MN
Headquartered in Plymouth, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Hennepin
- Address
- 1 Carlson Pkwy N
- Time zone
- CT (UTC-6)
- Office locations
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