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FIRM PROFILE
Overview
FELTL & COMPANY is located at One Carlson Parkway North Suite 225, Plymouth, MN 55447 and was first established at Kansas City, Minnesota in 02/27/1975. After operating for 51 years, FELTL & COMPANY has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of FELTL & COMPANY’s clients are individuals and 0% of their clients are high net worth individuals. FELTL & COMPANY has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at FELTL & COMPANY are registered to handle securities or provide financial advice. The firm has 13 disclosures, 11 being regulatory events, 0 being client events, and 2 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access FELTL & COMPANY‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at FELTL & COMPANY. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
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Understanding the Statistics for FELTL & COMPANY and How They Compare to Other Firms Through Our Analysis
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FIRM INFORMATION
One Carlson Parkway North Suite 225, Plymouth, MN 55447
One Carlson Parkway North Suite 225, Plymouth, MN 55447
Small
(612) 492-8800
Minnesota since 02/27/1975
Corporation
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at FELTL & COMPANY
Timothy Luke Wynne
Elizabeth Louise Knutson
John Christopher Feltl
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