firm profile
Feltl Advisors
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
- Client types
- Fee structure
- Fixed Fees, Other Fees and Percentage of Assets
Executive officers 3 of 4
- John Christopher Feltl Chief Executive Officer, Trustee CRD 2366353
- Mary Joanne Feltl President CRD 2055810
- Dirk Garret Van Krevelen Chief Compliance Officer CRD 1289150
1 more executive officer, with direct contact details
Advisory reps 3 of 15
- Dana William Buska Registered Rep · Investment Adviser Rep CRD 2581373
- Ethan De Naray Registered Rep · Investment Adviser Rep CRD 4571532
- Mitchell Jay Edwards Registered Rep · Investment Adviser Rep CRD 4127796
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
- SEC registered
- Registered in 25 jurisdictions
- Website: feltladvisors.com
Every state, with registration dates
Similar firms near Plymouth
- Wealth Enhancement Advisory Services, LLCPlymouth, MN$122B AUM
- Northcrest Asset ManagementPlymouth, MN$4.3B AUM
- Berger Financial GroupPlymouth, MN$2.9B AUM
- Next Century Growth Investors LLCPlymouth, MN$1.5B AUM
- Rice Park CapitalPlymouth, MN$1.4B AUM
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