John Feltl is a CFA-designated registered investment advisor at Feltl Advisors, based in Plymouth, MN, with 33 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management. Their firm serves 397 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Advisory fees are negotiable between you and Feltl Advisors, up to a maximum annual rate of 3%.
Fee Estimator
Location
One Carlson Parkway North, Suite 225, Plymouth, MN, 55447
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2000Other Business Activities
John is a director and part owner of Key Community Bank, dedicating minimal time as Chairman of the Board. He also serves as a director for Relevant Radio, a charitable organization, spending minimal time on this activity.
Employment History
Current Registrations
Feltl Advisors
Feltl & CompanyBroker
Previous Registrations
Stockwalk.com, INC.Broker
John G. Kinnard and Company, IncorporatedBroker
Miller Johnson Steichen Kinnard, INC.Broker
State Registrations32 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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