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SS

Steven W. Shelerud

FELTL & COMPANY
Plymouth, MN 55447
Some features on this profile are disabled
CRD#: 2414016
SS

Professional summary


Steven Wayne Shelerud is a registered financial professional currently at FELTL & COMPANY located in Plymouth, Minnesota.

Steven is registered as a RR (Registered Representative) and started their career in finance in 1993. Steven has worked at 3 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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) - BD


Click below to view Steven Wayne Shelerud'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

September 16, 2002 - Present

FELTL & COMPANY

Office #1: One Carlson Parkway North Suite 225, Plymouth, MN 55447
BD
CRD#: 6905
Plymouth, MN
Past

October 3, 2000 - September 16, 2002

MILLER JOHNSON STEICHEN KINNARD, INC.

BD
CRD#: 694
MINNEAPOLIS, MN
Past

December 8, 1993 - October 30, 2000

JOHN G. KINNARD AND COMPANY, INCORPORATED

BD
CRD#: 466
MINNEAPOLIS, MN

State Registrations and Notice Filings


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

RR
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

RR
Colorado
(2/11/2021)
RR
Illinois
(8/5/2019)
RR
Minnesota
(9/16/2002)
RR
North Dakota
(10/21/2019)
RR
South Dakota
(3/10/2020)
RR
Wisconsin
(9/16/2002)

Exams


State Security Law Exam
RR
Series 63
Date: 1/4/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm


F&
FELTL & COMPANY
FELTL & COMPANY | MCALMONT INVESTMENT COMPANY | FELTL AND COMPANY | FELTL ADVISORS

CRD#: 6905 / SEC#: 801-68779, 8-18435

BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information


Main Address
One Carlson Parkway North Suite 225, Plymouth, MN 55447
Mailing Address
One Carlson Parkway North Suite 225, Plymouth, MN 55447
Phone number
(612) 492-8800
Established
Minnesota since 02/27/1975
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

FIRM BROCHURE (3/30/2012)

Direct owners and executive officers


NamePositionCRD#
FELTL, JOHN CHRISTOPHERCEO, TRUSTEE JCF TRUST2366353
JCF TRUSTSHAREHOLDER
EDWARDS, MITCHELL JAYCOO, CORP SECRETARY4127796
FELTL, MARY JOANNEPRESIDENT2055810
RIGAZIO, DAVID ALANCFO7083498
VAN KREVELEN, DIRK GARRETCHIEF COMPLIANCE OFFICER1289150

Disclosures


Regulatory Event11
Arbitration2

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.

Company Information


FELTL & COMPANY

CRD#: 6905Plymouth, MN 55447

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