Mitchell J. Edwards

FELTL ADVISORS

Plymouth, MN 55447

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CRD#: 4127796

Professional summary

Mitchell Jay Edwards, who also goes by Mitch Edwards, is a registered financial advisor currently at FELTL ADVISORS located in Plymouth, Minnesota and FELTL & COMPANY located in Plymouth, Minnesota.

Mitchell is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Mitchell has worked at 6 firms and has passed the Series 66, Series 52TO, Series 57TO, SIE, Series 87, Series 55, Series 7, Series 53, Series 4 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mitch Edwards

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 Mitchell Jay Edwards'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 10, 2013 - Present

FELTL ADVISORS

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

RIA

CRD#: 165244

Plymouth, MN

Current

August 4, 2003 - Present

FELTL & COMPANY

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

CRD#: 6905

Plymouth, MN

Past

December 1, 2000 - January 1, 2001

MJK CLEARING, INC.

CRD#: 8678

MINNEAPOLIS, MN

Past

December 1, 2000 - February 26, 2001

STARFN

CRD#: 7192

CHICAGO, IL

Past

December 1, 2000 - May 15, 2002

STOCKWALK.COM, INC.

CRD#: 40692

MINNEAPOLIS, MN

Past

April 13, 2000 - July 21, 2003

MILLER JOHNSON STEICHEN KINNARD, INC.

CRD#: 694

MINNEAPOLIS, MN

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

Minnesota
(8/4/2003)

IAR

Minnesota
(12/19/2013)

North Dakota
(7/11/2025)

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 66

Date: 4/5/2000

Uniform Combined State Law Examination

General Industry/Product Exam

Series 52TO

Date: 9/25/2025

Municipal Securities Representative Examination

General Industry/Product Exam

Series 57TO

Date: 1/2/2023

Securities Trader Exam

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 87

Date: 7/19/2005

Research Analyst Exam - Part II Regulations Module

General Industry/Product Exam

Series 55

Date: 10/2/2000

Limited Representative-Equity Trader Exam

General Industry/Product Exam

Series 7

Date: 3/28/2000

General Securities Representative Examination

Principal/Supervisory Exam

Series 53

Date: 8/28/2002

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 4

Date: 6/28/2000

Registered Options Principal Examination

Principal/Supervisory Exam

Series 24

Date: 5/22/2000

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

Mitchell J. Edwards

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mitchell Jay Edwards's CRS (Customer Relationship Summary).

Certified licenses

Experience

FELTL & COMPANY

MJK CLEARING, INC.

STARFN

STOCKWALK.COM, INC.

MILLER JOHNSON STEICHEN KINNARD, INC.

Primary Firm SEC Registration

FELTL ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 4/5/2000

Series 52TO

Date: 9/25/2025

Series 57TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 87

Date: 7/19/2005

Series 55

Date: 10/2/2000

Series 7

Date: 3/28/2000

Series 53

Date: 8/28/2002

Series 4

Date: 6/28/2000

Series 24

Date: 5/22/2000

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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