Feltl & Company

Broker-DealerFINRA MemberEst. 1975
Total AUM
Advisory reps
32
Avg account
$0

Firm details

Headquarters
Plymouth, Minnesota
CRD number
6905
Registered since
August 28, 1975
Website
feltl.com

Firm profile

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Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 5
  • John Feltl

    John Feltl

    CEO and Co-FounderCRD 2366353

  • Michael Schierman

    Michael Schierman

    Chief Financial OfficerCRD 2353419

  • Mitchell Edwards

    Mitchell Edwards

    COOCRD 4127796

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Contacts

3 of 27
  • John Qualy

    Investment ExecutiveCRD 1286540

  • Todd Zipfel

    Financial AdvisorCRD 2311928

  • Ethan De Naray

    Investment ExecutiveCRD 4571532

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth