Feltl & Company
Firm details
- Headquarters
- Plymouth, Minnesota
- CRD number
- 6905
- Registered since
- August 28, 1975
- Website
- feltl.com
Firm profile
FINTRXOverview
Feltl & Company is organized as a corporation and appears in public records as an SEC-registered adviser since 1975. The firm's ownership is listed as a combination of a domestic entity and an individual. The snapshot classifies the firm as "unclassified" and does not identify it as a capital allocator. Regulatory flags in the record indicate Feltl & Company is not flagged as an active ESG investor, not designated a multi-state adviser, not newly formed, and not a pension consultant or related adviser. The firm has not supplied detail on its advisory services, fee structures, client segments, or specific investment preferences in the available data.
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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