FELTL & COMPANY

Broker-DealerFINRA MemberEst. 1975
Total AUM
Advisory reps
32
Avg account
$0

Firm details

Headquarters
PLYMOUTH, Minnesota
CRD number
6905
Registered since
August 28, 1975
Website
feltl.com

Firm profile

FINTRX

Overview

Feltl & Company is organized as a corporation and has been registered with the SEC since 1975. Regulatory filings list its ownership as a combination of a domestic entity and an individual, and its internal classification is recorded as "Unclassified." Publicly available summary fields attached to the firm indicate a limited set of firm attributes: it is not identified as a capital allocator, it does not report being an active ESG investor, and it is not registered as a multi-state adviser. The firm is also not listed as a pension consultant or as a related adviser in the provided records. The dataset supplied does not include a granular description of advisory services, client segments, fee arrangements, or investment strategies, so those elements cannot be described here from the available materials.

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 5
  • JOHN FELTL

    CEO and Co-FounderCRD 2366353

  • MICHAEL SCHIERMAN

    Chief Financial OfficerCRD 2353419

  • MITCHELL EDWARDS

    COOCRD 4127796

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Contacts

3 of 27
  • JOHN QUALY

    Investment ExecutiveCRD 1286540

  • TODD ZIPFEL

    Financial AdvisorCRD 2311928

  • ETHAN DE NARAY

    Investment ExecutiveCRD 4571532

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

PLYMOUTH, MN

HENNEPIN

Location

PLYMOUTH, MN

Headquartered in PLYMOUTH, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
HENNEPIN
Address
1 Carlson Pkwy N
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth