Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Christopher Feltl has been an active investment professional since June 26, 1993. John is currently registered with Feltl Advisors and holds a Series 24, Series 7, Series 63, and Series 65 licenses. John is a Chartered Financial Analyst and has worked with a number of firms over his career including Miller Johnson Steichen Kinnard, Inc. and Stockwalk.com, Inc. John is a Director for Key Community Bank in Inver Grove Heights, Minnesota and a Director of the charitable organization, Relevant Radio. John provides investment advice to individuals and corporations and offers financial planning services. John has a strong track record of success in the investment industry and is committed to providing his clients with the highest level of service.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Wrap accounts through non-affiliated providers
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Percentage of assets under outside management
1
2
MN
10/02/2014 - Present
Feltl Advisors (PLYMOUTH MN)
MN
06/22/1993 - 02/06/2002
MILLER JOHNSON STEICHEN KINNARD, INC. (MINNEAPOLIS MN)
MN
09/28/2001 - 11/06/2001
STOCKWALK.COM, INC. (MINNEAPOLIS MN)
MN
09/22/2000 - 01/01/2001
JOHN G. KINNARD AND COMPANY, INCORPORATED (MINNEAPOLIS MN)
IA
Issued 08/11/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/23/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/20/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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