Todd Robert Zipfel

Feltl Advisors

32 Years of Experience

2 DisclosuresBroker

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 (2)

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.

Customer Dispute

February 2002

Closed-No Action

Employment Separation After Allegations

December 1998

View Full SEC Report How to Read Disclosures

Employment History

Current Registrations

Feltl & CompanyBroker

November 2015 - Present · 10 yrs 3 mos

Feltl Advisors

November 2015 - Present · 10 yrs 3 mos

Previous Registrations

U.S. Bancorp Investments, INC.

July 2013 - November 2015 · 2 yrs 4 mos

U.S. Bancorp Investments, INC.Broker

March 2013 - November 2015 · 2 yrs 8 mos

Associated Investment Services, INC.Broker

March 2001 - February 2013 · 11 yrs 11 mos

Capital Securities of America, INC.Broker

December 1998 - March 2001 · 2 yrs 3 mos

Stifel, Nicolaus & Company, IncorporatedBroker

October 1998 - January 1999 · 3 mos

Stifel, Nicolaus & Company, IncorporatedBroker

January 1995 - April 1998 · 3 yrs 3 mos

R a F Financial CorporationBroker

August 1994 - January 1995 · 5 mos

L.C. Wegard & CO., INC.Broker

August 1994 - August 1994 · 0 mos

Hibbard Brown & CO., INC.Broker

February 1993 - August 1994 · 1 yr 6 mos

State Registrations11 states

AZCOFLGAILINMNMOOKTXWI

AdvisorBrokerBoth

Exams

No exam information available for this advisor.