TrueAdvisor
TrueAdvisor
ME
ME

Mitchell Jay Edwards

Feltl Advisors
25 Years of Experience
Broker
View SEC Summary
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
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Feltl Advisors
September 2013 - Present · 12 yrs 5 mos
Feltl & CompanyBroker
August 2003 - Present · 22 yrs 6 mos
Previous Registrations
Stockwalk.com, INC.Broker
December 2000 - May 2002 · 1 yr 5 mos
Online Brokerage Solutions, INC.Broker
December 2000 - February 2001 · 2 mos
Miller, Johnson & Kuehn, IncorporatedBroker
December 2000 - January 2001 · 1 mo
Miller Johnson Steichen Kinnard, INC.Broker
April 2000 - July 2003 · 3 yrs 3 mos
State Registrations2 states
MNND
AdvisorBrokerBoth
Exams
No exam information available for this advisor.