John Feltl is a CFA-designated registered investment advisor at Feltl Advisors, based in Plymouth, MN, with 32 years of industry experience. John 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
One Carlson Parkway North, Suite 225, Plymouth, MN, 55447
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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.