SJ
SJ

Scott Johnson

42 Years of Experience
1 DisclosureBroker

Scott Johnson is a registered investment advisor at Feltl Advisors, based in Plymouth, MN, with 42 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 385 clients with $130M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
385 clients
Average Client Portfolio
$344K average
Assets Under Management
$132.4M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)

Feltl Advisors offers investment advice through RBC program accounts. The fee is negotiable but cannot exceed 3% annually. This fee covers the cost of custody and trades executed through RBC. The fee is charged quarterly, based on the account value at the end of the previous quarter. If you close your account mid-quarter, you'll receive a prorated refund.

Loading...

Location

One Carlson Parkway North, Suite 225, Plymouth, MN, 55447

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
June 1983
Final
Other Business Activities

Scott is a 50% owner of Scott & Linda Johnson Rental Properties, a residential rental property business, where he maintains properties and collects rent, dedicating about 10-20% of his time. He also works as a youth ski instructor for Blizzard Ski and Snowboard School for about a quarter of his time during 3 months of the year.

Employment History
Current Registrations
Feltl Advisors
December 2013 - Present · 12 yrs 4 mos
Feltl & CompanyBroker
February 2013 - Present · 13 yrs 2 mos
Previous Registrations
Wells Fargo Advisors, LLCBroker
December 2008 - February 2013 · 4 yrs 2 mos
Stifel, Nicolaus & Company, IncorporatedBroker
December 2006 - December 2008 · 2 yrs
Miller Johnson Steichen Kinnard, INC.Broker
January 2001 - December 2006 · 5 yrs 11 mos
Miller, Johnson & Kuehn, IncorporatedBroker
November 2000 - January 2001 · 2 mos
John G. Kinnard and Company, IncorporatedBroker
January 1998 - January 2001 · 3 yrs
Principal Financial Securities,inc.Broker
September 1994 - January 1998 · 3 yrs 4 mos
Hamilton Investments, INC.Broker
July 1993 - September 1994 · 1 yr 2 mos
Craig-Hallum, INC.Broker
November 1988 - July 1993 · 4 yrs 8 mos
Mcclees Investments, INC.Broker
August 1987 - November 1988 · 1 yr 3 mos
Shearson Lehman Brothers INC.Broker
April 1986 - July 1987 · 1 yr 3 mos
Miller & Schroeder Financial, INC.Broker
January 1984 - April 1986 · 2 yrs 3 mos
State Registrations9 states
CACOFLILMNMOTXWAWI
AdvisorBrokerBoth

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
No exam information available for this advisor.
Scott Johnson - Financial Advisor | TrueAdvisor