Elizabeth Louise Knutson

Feltl Advisors

38 Years of Experience

1 DisclosureBroker

View SEC Summary

Areas of Practice

Investment Management

Feltl Advisors

Compensation

Fee-Only (AUM)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:$10K

Financial Planning:Investment management only

Location

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

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History

Regulatory History (1)

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Customer Dispute

August 2009

Denied

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Employment History

Current Registrations

Feltl Advisors

August 2013 - Present · 12 yrs 6 mos

Feltl & Company

March 2009 - Present · 16 yrs 11 mos

Feltl & CompanyBroker

March 2009 - Present · 16 yrs 11 mos

Previous Registrations

Feltl Advisors

November 2012 - December 2013 · 1 yr 1 mo

UBS Financial Services INC.

October 2002 - March 2009 · 6 yrs 5 mos

UBS Financial Services INC.Broker

October 2002 - March 2009 · 6 yrs 5 mos

Prudential Securities Incorporated

July 1997 - October 2002 · 5 yrs 3 mos

Prudential Securities IncorporatedBroker

December 1996 - October 2002 · 5 yrs 10 mos

Aragon Financial Services, INC.Broker

April 1996 - November 1996 · 7 mos

Royal Alliance Associates, INC.Broker

January 1996 - April 1996 · 3 mos

Spelman & CO., INC.Broker

January 1993 - November 1995 · 2 yrs 10 mos

Advantage Capital CorporationBroker

May 1992 - December 1992 · 7 mos

Nap Financial CorporationBroker

November 1991 - May 1992 · 6 mos

Titan/value Equities Group, INC.Broker

November 1989 - December 1991 · 2 yrs 1 mo

Value Equities CorporationBroker

July 1989 - November 1989 · 4 mos

First Investors CorporationBroker

August 1986 - May 1989 · 2 yrs 9 mos

State Registrations6 states

CAFLIDMNNCNY

AdvisorBrokerBoth

Exams

No exam information available for this advisor.