Elizabeth L. Knutson

FELTL ADVISORS

Jacksonville, FL

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CRD#: 1529853

Professional summary

Elizabeth Louise Knutson, who also goes by Beth Knutson, is a registered financial advisor currently at FELTL ADVISORS located in Jacksonville, Florida and FELTL & COMPANY located in Plymouth, Minnesota.

Elizabeth is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1986. Elizabeth has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Beth Knutson

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elizabeth Louise Knutson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 29, 2013 - Present

FELTL ADVISORS

RIA

CRD#: 165244

Jacksonville, FL

Current

March 19, 2009 - Present

FELTL & COMPANY

Office #1: One Carlson Parkway North Suite 225, Plymouth, MN 55447

CRD#: 6905

Plymouth, MN

Past

November 19, 2012 - December 20, 2013

FELTL & COMPANY

RIA

CRD#: 6905

Jacksonville, FL

Past

October 18, 2002 - March 25, 2009

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

CENTURY CITY, CA

Past

October 18, 2002 - March 25, 2009

UBS FINANCIAL SERVICES INC.

CRD#: 8174

CENTURY CITY, CA

Past

July 8, 1997 - October 22, 2002

PRUDENTIAL EQUITY GROUP, LLC

RIA

CRD#: 7471

LOS ANGELES, CA

Past

December 23, 1996 - October 22, 2002

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

Past

April 10, 1996 - November 20, 1996

ARAGON FINANCIAL SERVICES, INC.

CRD#: 16023

IRVINE, CA

Past

January 18, 1996 - April 1, 1996

OSAIC WEALTH, INC.

CRD#: 23131

SCOTTSDALE, AZ

Past

January 1, 1993 - November 2, 1995

SPELMAN & CO., INC.

CRD#: 10232

PHOENIX, AZ

Past

May 8, 1992 - December 31, 1992

ADVANTAGE CAPITAL CORPORATION

CRD#: 146

ATLANTA, GA

Past

November 27, 1991 - May 13, 1992

ARAGON FINANCIAL SERVICES, INC.

CRD#: 16023

IRVINE, CA

Past

November 7, 1989 - December 12, 1991

TITAN/VALUE EQUITIES GROUP, INC.

CRD#: 6359

IRVINE, CA

Past

July 3, 1989 - November 7, 1989

VALUE EQUITIES CORPORATION

CRD#: 13316

Past

August 20, 1986 - May 23, 1989

FORESTERS FINANCIAL SERVICES, INC.

CRD#: 305

EDISON, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FELTL ADVISORS

FELTL ADVISORS | FELTL ADVISORS, LLC

CRD#: 165244 / SEC#: 801-77347

RIA

Registered Investment Advisory firm - (11/1/2012 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(3/19/2009)

IAR

California
(8/29/2013)

Florida
(3/19/2009)

Idaho
(9/8/2020)

Minnesota
(3/19/2009)

New York
(3/19/2009)

North Carolina
(4/23/2020)

IAR

North Carolina
(11/17/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/19/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/26/1989

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/18/1996

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/19/1986

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 5/10/2013

General Securities Principal Examination

SRO Registrations

FINRA

SRO Registrations

Nasdaq Stock Market

Current Firm

FELTL ADVISORS

FELTL ADVISORS | FELTL ADVISORS, LLC

CRD#: 165244 / SEC#: 801-77347

RIA

Registered Investment Advisory firm - (11/1/2012 Approved)

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Contact information

Main Address

One Carlson Parkway North Suite 225, Plymouth, MN 55447

Mailing Address

Phone number

(612) 492-8800

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (23 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FELTL ADVISORS FIRM BROCHURE (3/24/2025)

Regulatory assets under management

Total Number of Accounts	523
AUM (Assets Under Management)	$ 132,417,421

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Elizabeth L. Knutson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elizabeth Louise Knutson's CRS (Customer Relationship Summary).

Certified licenses

Experience

FELTL & COMPANY

FELTL & COMPANY

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

PRUDENTIAL EQUITY GROUP, LLC

PRUDENTIAL EQUITY GROUP, LLC

ARAGON FINANCIAL SERVICES, INC.

OSAIC WEALTH, INC.

SPELMAN & CO., INC.

ADVANTAGE CAPITAL CORPORATION

ARAGON FINANCIAL SERVICES, INC.

TITAN/VALUE EQUITIES GROUP, INC.

VALUE EQUITIES CORPORATION

FORESTERS FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

FELTL ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 2/19/1997

Series 63

Date: 9/26/1989

SIE

Date: 10/1/2018

Series 7

Date: 10/18/1996

Series 6

Date: 8/19/1986

Series 24

Date: 5/10/2013

FINRA

Nasdaq Stock Market

Current Firm

FELTL ADVISORS

Contact information

SEC notice filing (23 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FELTL ADVISORS

TRUST BUT VERIFY

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