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Mary Joanne Feltl

Feltl & Co.

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About Mary Joanne Feltl

Mary Joanne Feltl has over 30 years of experience in the financial services industry. Mary is currently registered with Feltl & Co., a firm based in Plymouth, Minnesota. Prior to joining Feltl & Co., Mary worked at MILLER JOHNSON STEICHEN KINNARD, INC. Mary holds the Series 63, Series 24, Series 7, and SIE licenses. Mary is registered to provide securities services in Minnesota.

Firm Information

Mary Feltl 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.

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Mary Feltl’s Registration & Firm History

MN

11/27/2001 - Present

Feltl & Co. (Plymouth MN)

MN

09/26/1991 - 10/01/2001

MILLER JOHNSON STEICHEN KINNARD, INC. (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 10/14/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/10/1992

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/24/1991

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 Mary Joanne Feltl.
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