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firm profile

Feltl Advisors

RIA Plymouth, MN CRD 165244 Last verified October 2026

Overview

Feltl Advisors is an SEC registered investment adviser based in Plymouth, MN, registered since 2012. It reports $166M in assets under management across 563 accounts, with 15 employees. It has 15 investment adviser representatives.

Reported AUM
$166M
Accounts
563
Average account
$294K
Employees
15
Advisory reps
15
Registered since
2012
Jurisdictions
25

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services
  • Financial Planning
  • Individuals or Small Business
  • Other Advisory Services
  • Selection of Other Advisors
Client types
  • Corporations/Businesses
  • Individuals
Fee structure
Fixed Fees, Other Fees and Percentage of Assets

Executive officers 3 of 4

1 more executive officer, with direct contact details

Advisory reps 3 of 15

12 more advisory reps, with emails, phones and branch locations

Location

Headquarters
1 Carlson Pkwy N Ste 225
Plymouth, MN 55447
County
Hennepin
Metro area
Minneapolis-St. Paul-Bloomington, MN-WI
Region
Midwest

Registrations

Every state, with registration dates

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