Invested Better
Unclaimed

Unclaimed

Unclaimed

Chad Larry Felton

Feltl & Co.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Chad? Claim Your Profile

About Chad Larry Felton

Chad Larry Felton is a financial advisor with over 20 years of experience. Chad is registered with Feltl & Co. in Plymouth, MN and has been with the firm since September 2002. Chad's career began in 1998 at Principal Financial Securities,INC. in Dallas, Texas. He has worked for other firms such as JOHN G. KINNARD AND COMPANY, INCORPORATED and MILLER JOHNSON STEICHEN KINNARD, INC. Chad is licensed in several states, including Arizona, Colorado, Florida, Georgia, Indiana, Iowa, Minnesota, Missouri, Montana, New Mexico, North Dakota, South Dakota, Texas, Virginia, and Wisconsin. Chad holds the Series 63, Series 65, Series 7, and SIE licenses.

Firm Information

Chad Felton is currently registered with Feltl & Co.. Feltl & Co. is a Corporation that was formed on February 27, 1975. The firm is registered in 51 states and with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

18

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Chad Felton’s Registration & Firm History

MN

09/16/2002 - Present

Feltl & Co. (Plymouth MN)

MN

10/03/2000 - 09/16/2002

MILLER JOHNSON STEICHEN KINNARD, INC. (MINNEAPOLIS MN)

MN

04/01/1998 - 10/30/2000

JOHN G. KINNARD AND COMPANY, INCORPORATED (MINNEAPOLIS MN)

TX

01/09/1998 - 04/28/1998

PRINCIPAL FINANCIAL SECURITIES,INC. (DALLAS TX)

Not sure if Chad Larry Felton is right for you?

Licenses & Designations

IA

Issued 05/08/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/11/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/08/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Chad Larry Felton.
Not sure if Chad Larry Felton is right for you?